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
1776
$3.92K ﹤0.01%
81
1777
$3.92K ﹤0.01%
112
1778
$3.91K ﹤0.01%
94
-179
1779
$3.9K ﹤0.01%
288
+17
1780
$3.89K ﹤0.01%
152
1781
$3.88K ﹤0.01%
116
-16
1782
$3.88K ﹤0.01%
74
1783
$3.86K ﹤0.01%
334
-217
1784
$3.86K ﹤0.01%
38
+20
1785
$3.82K ﹤0.01%
551
+94
1786
$3.82K ﹤0.01%
+9
1787
$3.81K ﹤0.01%
200
1788
$3.79K ﹤0.01%
144
1789
$3.78K ﹤0.01%
360
+253
1790
$3.76K ﹤0.01%
78
+19
1791
$3.72K ﹤0.01%
88
1792
$3.71K ﹤0.01%
61
-7
1793
$3.69K ﹤0.01%
28
-51
1794
$3.68K ﹤0.01%
99
1795
$3.68K ﹤0.01%
156
-23
1796
$3.66K ﹤0.01%
41
-14
1797
$3.65K ﹤0.01%
47
-36
1798
$3.64K ﹤0.01%
51
1799
$3.63K ﹤0.01%
34
-8
1800
$3.63K ﹤0.01%
117
+48
70 71
72
73 74