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
1651
$7.13K ﹤0.01%
600
1652
$7K ﹤0.01%
26
-3
1653
$6.93K ﹤0.01%
161
+19
1654
$6.92K ﹤0.01%
260
1655
$6.91K ﹤0.01%
322
-367
1656
$6.89K ﹤0.01%
220
+205
1657
$6.88K ﹤0.01%
144
1658
$6.87K ﹤0.01%
183
-244
1659
$6.82K ﹤0.01%
62
+9
1660
$6.82K ﹤0.01%
79
-70
1661
$6.82K ﹤0.01%
+156
1662
$6.81K ﹤0.01%
107
1663
$6.79K ﹤0.01%
78
-23
1664
$6.76K ﹤0.01%
601
-46
1665
$6.74K ﹤0.01%
142
1666
$6.73K ﹤0.01%
72
-1
1667
$6.7K ﹤0.01%
19
1668
$6.69K ﹤0.01%
+243
1669
$6.63K ﹤0.01%
+454
1670
$6.63K ﹤0.01%
+35
1671
$6.61K ﹤0.01%
215
+58
1672
$6.58K ﹤0.01%
251
+2
1673
$6.55K ﹤0.01%
27
1674
$6.54K ﹤0.01%
+514
1675
$6.54K ﹤0.01%
+213
65 66
67
68 69