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
$1.29B
AUM Growth
+$93.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,675
New
Increased
Reduced
Closed

Top Buys

1
+$3.31M
2
+$3.17M
3
+$1.95M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.93M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.87M

Top Sells

1
+$1.25M
2
+$680K
3
+$632K
4
FTA icon
First Trust Large Cap Value AlphaDEX Fund
FTA
+$607K
5
K icon
Kellanova
K
+$568K

Sector Composition

1 Technology 10.16%
2 Healthcare 7.85%
3 Financials 7.75%
4 Industrials 5.79%
5 Consumer Staples 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1501
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1502
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1503
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-6
1504
$0 ﹤0.01%
112
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1505
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1506
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1507
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4
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1508
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1509
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1510
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111
1511
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+31
1512
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21
1513
– –
-194
1514
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-39
1515
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1516
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1517
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-9,714
1518
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1519
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1520
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-1,087
1521
– –
-1,000
1522
– –
-5
1523
– –
-645
1524
$0 ﹤0.01%
83
-2
1525
– –
-1,146
58 59 60
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