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
1751
$4.45K ﹤0.01%
46
-20
1752
$4.45K ﹤0.01%
26
+2
1753
$4.43K ﹤0.01%
1,000
1754
$4.4K ﹤0.01%
+67
1755
$4.37K ﹤0.01%
185
1756
$4.35K ﹤0.01%
85
1757
$4.33K ﹤0.01%
138
+31
1758
$4.32K ﹤0.01%
91
-149
1759
$4.31K ﹤0.01%
55
+43
1760
$4.29K ﹤0.01%
230
-185
1761
$4.27K ﹤0.01%
566
1762
$4.26K ﹤0.01%
+140
1763
$4.25K ﹤0.01%
104
1764
$4.24K ﹤0.01%
37
+3
1765
$4.23K ﹤0.01%
108
1766
$4.13K ﹤0.01%
106
1767
$4.1K ﹤0.01%
1,560
+858
1768
$4.07K ﹤0.01%
103
1769
$4.06K ﹤0.01%
44
1770
$4.01K ﹤0.01%
280
1771
$4K ﹤0.01%
41
-16
1772
$3.98K ﹤0.01%
69
-66
1773
$3.97K ﹤0.01%
26
-5
1774
$3.96K ﹤0.01%
77
1775
$3.95K ﹤0.01%
48
+1
69 70
71
72 73