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
1876
$2.17K ﹤0.01%
46
1877
$2.17K ﹤0.01%
54
1878
$2.16K ﹤0.01%
96
-1,251
1879
$2.14K ﹤0.01%
19
1880
$2.14K ﹤0.01%
9
1881
$2.11K ﹤0.01%
53
-23
1882
$2.1K ﹤0.01%
10
1883
$2.1K ﹤0.01%
+445
1884
$2.09K ﹤0.01%
14
-23
1885
$2.06K ﹤0.01%
8
1886
$2.06K ﹤0.01%
+161
1887
$2.05K ﹤0.01%
74
1888
$2.04K ﹤0.01%
10
1889
$2.02K ﹤0.01%
+381
1890
$2.01K ﹤0.01%
111
1891
$2.01K ﹤0.01%
742
1892
$2K ﹤0.01%
+350
1893
$1.99K ﹤0.01%
9
1894
$1.99K ﹤0.01%
11
-53
1895
$1.98K ﹤0.01%
142
1896
$1.97K ﹤0.01%
61
1897
$1.93K ﹤0.01%
127
-29
1898
$1.92K ﹤0.01%
31
-8
1899
$1.91K ﹤0.01%
47
1900
$1.9K ﹤0.01%
471
+204
74 75
76
77 78