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
1626
$7.73K ﹤0.01%
124
-533
1627
$7.7K ﹤0.01%
158
-18
1628
$7.67K ﹤0.01%
2,872
+694
1629
$7.66K ﹤0.01%
23
+16
1630
$7.66K ﹤0.01%
1,000
1631
$7.65K ﹤0.01%
198
-6
1632
$7.64K ﹤0.01%
535
+185
1633
$7.58K ﹤0.01%
812
-704
1634
$7.51K ﹤0.01%
93
+26
1635
$7.5K ﹤0.01%
201
1636
$7.49K ﹤0.01%
323
1637
$7.42K ﹤0.01%
+816
1638
$7.41K ﹤0.01%
40
-408
1639
$7.37K ﹤0.01%
194
-121
1640
$7.35K ﹤0.01%
54
1641
$7.33K ﹤0.01%
351
-9
1642
$7.32K ﹤0.01%
459
1643
$7.32K ﹤0.01%
135
+7
1644
$7.3K ﹤0.01%
360
+350
1645
$7.26K ﹤0.01%
99
-5
1646
$7.25K ﹤0.01%
32
+15
1647
$7.21K ﹤0.01%
301
-20
1648
$7.21K ﹤0.01%
171
+40
1649
$7.19K ﹤0.01%
516
1650
$7.18K ﹤0.01%
67
64 65
66
67 68