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
1826
$3.18K ﹤0.01%
85
1827
$3.18K ﹤0.01%
149
+26
1828
$3.11K ﹤0.01%
+70
1829
$3.09K ﹤0.01%
127
-25
1830
$3.08K ﹤0.01%
14
1831
$3.08K ﹤0.01%
36
+10
1832
$3.04K ﹤0.01%
+96
1833
$3.02K ﹤0.01%
85
+22
1834
$2.99K ﹤0.01%
42
1835
$2.99K ﹤0.01%
32
+1
1836
$2.96K ﹤0.01%
+63
1837
$2.95K ﹤0.01%
500
1838
$2.94K ﹤0.01%
48
1839
$2.94K ﹤0.01%
141
+34
1840
$2.87K ﹤0.01%
152
1841
$2.86K ﹤0.01%
93
+62
1842
$2.85K ﹤0.01%
148
+139
1843
$2.83K ﹤0.01%
39
1844
$2.8K ﹤0.01%
404
1845
$2.78K ﹤0.01%
132
+113
1846
$2.75K ﹤0.01%
+7
1847
$2.71K ﹤0.01%
63
+43
1848
$2.66K ﹤0.01%
+95
1849
$2.66K ﹤0.01%
51
-4
1850
$2.65K ﹤0.01%
112
72 73
74
75 76