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
1901
$1.9K ﹤0.01%
7
1902
$1.86K ﹤0.01%
+202
1903
$1.86K ﹤0.01%
12
1904
$1.85K ﹤0.01%
109
-54
1905
$1.84K ﹤0.01%
14
1906
$1.84K ﹤0.01%
+19
1907
$1.83K ﹤0.01%
21
+6
1908
$1.83K ﹤0.01%
18
1909
$1.83K ﹤0.01%
27
1910
$1.82K ﹤0.01%
79
+25
1911
$1.81K ﹤0.01%
415
1912
$1.81K ﹤0.01%
33
-4
1913
$1.8K ﹤0.01%
73
-47
1914
$1.78K ﹤0.01%
59
1915
$1.78K ﹤0.01%
33
1916
$1.77K ﹤0.01%
17
+9
1917
$1.73K ﹤0.01%
26
1918
$1.73K ﹤0.01%
1
1919
$1.73K ﹤0.01%
11
1920
$1.72K ﹤0.01%
8
1921
$1.71K ﹤0.01%
62
1922
$1.7K ﹤0.01%
63
-13
1923
$1.69K ﹤0.01%
+92
1924
$1.69K ﹤0.01%
71
1925
$1.69K ﹤0.01%
63
+19
75 76
77
78 79