FHA

First Horizon Advisors Portfolio holdings

AUM $3.85B
1-Year Est. Return 17%
This Quarter Est. Return
1 Year Est. Return
+17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.57B
AUM Growth
-$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,452
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$11.7M
3
+$5.52M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.88M
5
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$2.97M

Top Sells

1
+$9.84M
2
+$3.51M
3
+$3.41M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$3.21M
5
SBUX icon
Starbucks
SBUX
+$2.74M

Sector Composition

1 Technology 15.68%
2 Financials 9.01%
3 Healthcare 7.06%
4 Industrials 5.53%
5 Consumer Discretionary 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1451
$12.8K ﹤0.01%
+250
1452
$12.8K ﹤0.01%
129
-321
1453
$12.7K ﹤0.01%
1,077
1454
$12.7K ﹤0.01%
35
-15
1455
$12.7K ﹤0.01%
473
-226
1456
$12.6K ﹤0.01%
105
-50
1457
$12.6K ﹤0.01%
205
+68
1458
$12.5K ﹤0.01%
2,115
+275
1459
$12.4K ﹤0.01%
63
-12
1460
$12.3K ﹤0.01%
957
+327
1461
$12.3K ﹤0.01%
399
-716
1462
$12.3K ﹤0.01%
420
-25
1463
$12.2K ﹤0.01%
229
-718
1464
$12.2K ﹤0.01%
438
-4,006
1465
$12.2K ﹤0.01%
57
+4
1466
$12.2K ﹤0.01%
540
1467
$12.1K ﹤0.01%
335
+90
1468
$12K ﹤0.01%
147
-410
1469
$12K ﹤0.01%
63
1470
$12K ﹤0.01%
605
-216
1471
$12K ﹤0.01%
117
-29
1472
$12K ﹤0.01%
102
-2
1473
$11.9K ﹤0.01%
70
-15
1474
$11.9K ﹤0.01%
1,459
+178
1475
$11.9K ﹤0.01%
155
-3,538
57 58
59
60 61