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
1801
$3.61K ﹤0.01%
156
1802
$3.59K ﹤0.01%
66
+49
1803
$3.58K ﹤0.01%
50
1804
$3.53K ﹤0.01%
77
-625
1805
$3.5K ﹤0.01%
34
-11
1806
$3.48K ﹤0.01%
150
1807
$3.47K ﹤0.01%
407
+50
1808
$3.46K ﹤0.01%
226
1809
$3.45K ﹤0.01%
52
-6
1810
$3.42K ﹤0.01%
101
1811
$3.4K ﹤0.01%
84
1812
$3.4K ﹤0.01%
86
+27
1813
$3.36K ﹤0.01%
106
1814
$3.35K ﹤0.01%
+107
1815
$3.35K ﹤0.01%
237
1816
$3.33K ﹤0.01%
302
1817
$3.33K ﹤0.01%
65
-342
1818
$3.29K ﹤0.01%
101
1819
$3.27K ﹤0.01%
67
+14
1820
$3.25K ﹤0.01%
65
-28
1821
$3.24K ﹤0.01%
96
+22
1822
$3.24K ﹤0.01%
1,109
1823
$3.23K ﹤0.01%
300
1824
$3.22K ﹤0.01%
340
-3
1825
$3.21K ﹤0.01%
136
71 72
73
74 75