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
1526
$10.4K ﹤0.01%
151
-1,273
1527
$10.4K ﹤0.01%
452
+24
1528
$10.4K ﹤0.01%
156
1529
$10.4K ﹤0.01%
405
1530
$10.4K ﹤0.01%
62
+1
1531
$10.4K ﹤0.01%
+652
1532
$10.4K ﹤0.01%
49
+3
1533
$10.4K ﹤0.01%
385
1534
$10.3K ﹤0.01%
316
-126
1535
$10.3K ﹤0.01%
+363
1536
$10.3K ﹤0.01%
+295
1537
$10.3K ﹤0.01%
144
+29
1538
$10.3K ﹤0.01%
374
+50
1539
$10.2K ﹤0.01%
+127
1540
$10.2K ﹤0.01%
167
-1
1541
$10.2K ﹤0.01%
510
+127
1542
$10.2K ﹤0.01%
+124
1543
$10.2K ﹤0.01%
150
1544
$10.1K ﹤0.01%
185
+146
1545
$10.1K ﹤0.01%
+719
1546
$10.1K ﹤0.01%
46
-4
1547
$10.1K ﹤0.01%
188
-76
1548
$10.1K ﹤0.01%
310
-18
1549
$10.1K ﹤0.01%
237
1550
$10K ﹤0.01%
480
60 61
62
63 64