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
1726
$5.01K ﹤0.01%
11
1727
$5K ﹤0.01%
201
-17
1728
$4.99K ﹤0.01%
21
1729
$4.97K ﹤0.01%
17
1730
$4.96K ﹤0.01%
+285
1731
$4.96K ﹤0.01%
257
-66
1732
$4.94K ﹤0.01%
285
1733
$4.94K ﹤0.01%
462
1734
$4.93K ﹤0.01%
167
+78
1735
$4.88K ﹤0.01%
117
1736
$4.83K ﹤0.01%
263
1737
$4.83K ﹤0.01%
47
1738
$4.81K ﹤0.01%
149
1739
$4.74K ﹤0.01%
2,000
1740
$4.73K ﹤0.01%
284
-200
1741
$4.71K ﹤0.01%
116
-159
1742
$4.68K ﹤0.01%
90
1743
$4.61K ﹤0.01%
1,526
1744
$4.6K ﹤0.01%
133
-12
1745
$4.59K ﹤0.01%
124
1746
$4.58K ﹤0.01%
1,232
-46
1747
$4.58K ﹤0.01%
54
-17
1748
$4.58K ﹤0.01%
113
1749
$4.57K ﹤0.01%
44
1750
$4.47K ﹤0.01%
134
+2
68 69
70
71 72