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
1551
$10K ﹤0.01%
351
1552
$9.94K ﹤0.01%
346
+7
1553
$9.89K ﹤0.01%
415
1554
$9.86K ﹤0.01%
1,000
1555
$9.85K ﹤0.01%
293
1556
$9.75K ﹤0.01%
187
+80
1557
$9.73K ﹤0.01%
+235
1558
$9.73K ﹤0.01%
72
+23
1559
$9.71K ﹤0.01%
179
-208
1560
$9.68K ﹤0.01%
150
1561
$9.67K ﹤0.01%
381
1562
$9.62K ﹤0.01%
125
1563
$9.61K ﹤0.01%
42
1564
$9.6K ﹤0.01%
33
-16
1565
$9.57K ﹤0.01%
294
+45
1566
$9.56K ﹤0.01%
118
1567
$9.53K ﹤0.01%
168
+69
1568
$9.51K ﹤0.01%
+464
1569
$9.49K ﹤0.01%
450
+9
1570
$9.46K ﹤0.01%
81
+2
1571
$9.42K ﹤0.01%
154
+65
1572
$9.33K ﹤0.01%
83
-34
1573
$9.32K ﹤0.01%
172
1574
$9.3K ﹤0.01%
+148
1575
$9.22K ﹤0.01%
1,851
-34
61 62
63
64 65