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
1676
$6.54K ﹤0.01%
72
+65
1677
$6.47K ﹤0.01%
46
-189
1678
$6.45K ﹤0.01%
39
-2
1679
$6.44K ﹤0.01%
2,000
1680
$6.41K ﹤0.01%
110
1681
$6.41K ﹤0.01%
118
1682
$6.41K ﹤0.01%
413
+66
1683
$6.4K ﹤0.01%
293
1684
$6.37K ﹤0.01%
245
+14
1685
$6.33K ﹤0.01%
851
1686
$6.32K ﹤0.01%
514
1687
$6.27K ﹤0.01%
146
-53
1688
$6.21K ﹤0.01%
300
1689
$6.17K ﹤0.01%
337
1690
$6.15K ﹤0.01%
222
1691
$6.14K ﹤0.01%
156
-604
1692
$6.04K ﹤0.01%
320
+140
1693
$6.03K ﹤0.01%
103
-4
1694
$6.03K ﹤0.01%
+665
1695
$6.01K ﹤0.01%
68
+42
1696
$6.01K ﹤0.01%
64
1697
$5.97K ﹤0.01%
101
1698
$5.94K ﹤0.01%
336
+2
1699
$5.88K ﹤0.01%
+72
1700
$5.88K ﹤0.01%
336
+1
66 67
68
69 70