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
1576
$9.19K ﹤0.01%
39
-128
1577
$9.11K ﹤0.01%
4,977
+178
1578
$9.08K ﹤0.01%
787
1579
$9.07K ﹤0.01%
685
1580
$9.06K ﹤0.01%
208
1581
$9.04K ﹤0.01%
120
1582
$9.04K ﹤0.01%
1,233
1583
$8.8K ﹤0.01%
153
-182
1584
$8.76K ﹤0.01%
3,533
+1,149
1585
$8.74K ﹤0.01%
111
1586
$8.74K ﹤0.01%
156
-966
1587
$8.67K ﹤0.01%
206
+2
1588
$8.63K ﹤0.01%
49
-90
1589
$8.63K ﹤0.01%
342
-259
1590
$8.59K ﹤0.01%
75
-1,994
1591
$8.53K ﹤0.01%
+264
1592
$8.5K ﹤0.01%
170
1593
$8.48K ﹤0.01%
76
+5
1594
$8.44K ﹤0.01%
278
-654
1595
$8.41K ﹤0.01%
333
1596
$8.41K ﹤0.01%
324
+60
1597
$8.36K ﹤0.01%
121
+101
1598
$8.32K ﹤0.01%
260
1599
$8.3K ﹤0.01%
103
+61
1600
$8.29K ﹤0.01%
61
+19
62 63
64
65 66