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
1701
$5.81K ﹤0.01%
58
+11
1702
$5.77K ﹤0.01%
201
+43
1703
$5.64K ﹤0.01%
85
+19
1704
$5.61K ﹤0.01%
35
1705
$5.59K ﹤0.01%
252
1706
$5.53K ﹤0.01%
15
-1
1707
$5.53K ﹤0.01%
71
+14
1708
$5.49K ﹤0.01%
81
+18
1709
$5.48K ﹤0.01%
147
-46
1710
$5.47K ﹤0.01%
+221
1711
$5.47K ﹤0.01%
151
-92
1712
$5.43K ﹤0.01%
209
1713
$5.32K ﹤0.01%
3,188
-3,304
1714
$5.31K ﹤0.01%
130
1715
$5.3K ﹤0.01%
593
+232
1716
$5.3K ﹤0.01%
77
1717
$5.29K ﹤0.01%
111
1718
$5.29K ﹤0.01%
100
1719
$5.19K ﹤0.01%
120
+1
1720
$5.17K ﹤0.01%
404
+177
1721
$5.17K ﹤0.01%
688
1722
$5.17K ﹤0.01%
31
-17
1723
$5.14K ﹤0.01%
508
1724
$5.08K ﹤0.01%
492
1725
$5.06K ﹤0.01%
12
67 68
69
70 71