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
1501
$11K ﹤0.01%
71
1502
$11K ﹤0.01%
441
-6
1503
$11K ﹤0.01%
133
1504
$10.9K ﹤0.01%
76
-11
1505
$10.9K ﹤0.01%
200
-117
1506
$10.9K ﹤0.01%
+503
1507
$10.9K ﹤0.01%
321
-24
1508
$10.9K ﹤0.01%
28
1509
$10.8K ﹤0.01%
166
+147
1510
$10.8K ﹤0.01%
120
1511
$10.8K ﹤0.01%
430
-7
1512
$10.8K ﹤0.01%
103
+14
1513
$10.7K ﹤0.01%
292
+36
1514
$10.7K ﹤0.01%
463
+3
1515
$10.7K ﹤0.01%
475
-19
1516
$10.7K ﹤0.01%
291
-1,242
1517
$10.6K ﹤0.01%
386
1518
$10.6K ﹤0.01%
211
+197
1519
$10.6K ﹤0.01%
105
-125
1520
$10.6K ﹤0.01%
63
1521
$10.6K ﹤0.01%
1,500
1522
$10.6K ﹤0.01%
162
+121
1523
$10.6K ﹤0.01%
+273
1524
$10.5K ﹤0.01%
603
-999
1525
$10.5K ﹤0.01%
903
+40
59 60
61
62 63