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
1601
$8.29K ﹤0.01%
+106
1602
$8.28K ﹤0.01%
432
+118
1603
$8.27K ﹤0.01%
120
-13
1604
$8.26K ﹤0.01%
91
-14
1605
$8.22K ﹤0.01%
145
-81
1606
$8.21K ﹤0.01%
298
1607
$8.21K ﹤0.01%
241
-44
1608
$8.17K ﹤0.01%
207
+4
1609
$8.15K ﹤0.01%
671
1610
$8.07K ﹤0.01%
152
1611
$8.06K ﹤0.01%
+346
1612
$8.03K ﹤0.01%
+342
1613
$8.02K ﹤0.01%
124
-26
1614
$8K ﹤0.01%
183
+27
1615
$7.97K ﹤0.01%
274
1616
$7.95K ﹤0.01%
219
-905
1617
$7.95K ﹤0.01%
344
+8
1618
$7.95K ﹤0.01%
179
+3
1619
$7.95K ﹤0.01%
94
+12
1620
$7.95K ﹤0.01%
57
-229
1621
$7.94K ﹤0.01%
1,097
+40
1622
$7.9K ﹤0.01%
+397
1623
$7.9K ﹤0.01%
396
1624
$7.82K ﹤0.01%
696
+102
1625
$7.78K ﹤0.01%
24
-79
63 64
65
66 67