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
1476
$11.8K ﹤0.01%
1,134
1477
$11.8K ﹤0.01%
321
1478
$11.8K ﹤0.01%
268
1479
$11.8K ﹤0.01%
634
+254
1480
$11.7K ﹤0.01%
+183
1481
$11.7K ﹤0.01%
100
-378
1482
$11.7K ﹤0.01%
95
+92
1483
$11.7K ﹤0.01%
242
+19
1484
$11.6K ﹤0.01%
859
+90
1485
$11.6K ﹤0.01%
198
1486
$11.6K ﹤0.01%
374
-107
1487
$11.5K ﹤0.01%
111
-37
1488
$11.4K ﹤0.01%
295
-19
1489
$11.4K ﹤0.01%
321
-5
1490
$11.3K ﹤0.01%
226
+14
1491
$11.3K ﹤0.01%
339
1492
$11.3K ﹤0.01%
1,000
1493
$11.2K ﹤0.01%
146
1494
$11.2K ﹤0.01%
145
-487
1495
$11.1K ﹤0.01%
85
+30
1496
$11.1K ﹤0.01%
539
1497
$11.1K ﹤0.01%
84
-73
1498
$11.1K ﹤0.01%
234
+34
1499
$11.1K ﹤0.01%
90
1500
$11K ﹤0.01%
110
-301
58 59
60
61 62