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
1851
$2.64K ﹤0.01%
50
1852
$2.62K ﹤0.01%
600
1853
$2.61K ﹤0.01%
33
+11
1854
$2.59K ﹤0.01%
6
1855
$2.59K ﹤0.01%
62
-338
1856
$2.59K ﹤0.01%
37
-6
1857
$2.52K ﹤0.01%
70
+43
1858
$2.52K ﹤0.01%
19
-17
1859
$2.5K ﹤0.01%
18
-21
1860
$2.5K ﹤0.01%
224
-184
1861
$2.48K ﹤0.01%
+700
1862
$2.48K ﹤0.01%
86
-31
1863
$2.45K ﹤0.01%
135
-57
1864
$2.44K ﹤0.01%
+112
1865
$2.44K ﹤0.01%
184
1866
$2.42K ﹤0.01%
215
+145
1867
$2.42K ﹤0.01%
49
1868
$2.36K ﹤0.01%
170
+101
1869
$2.36K ﹤0.01%
225
-54
1870
$2.32K ﹤0.01%
24
1871
$2.28K ﹤0.01%
13
1872
$2.27K ﹤0.01%
27
1873
$2.26K ﹤0.01%
+96
1874
$2.26K ﹤0.01%
+273
1875
$2.24K ﹤0.01%
11
73 74
75
76 77