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
1926
$1.68K ﹤0.01%
466
+181
1927
$1.67K ﹤0.01%
127
-36
1928
$1.67K ﹤0.01%
56
1929
$1.66K ﹤0.01%
90
-43
1930
$1.66K ﹤0.01%
79
+32
1931
$1.64K ﹤0.01%
19
1932
$1.62K ﹤0.01%
46
1933
$1.61K ﹤0.01%
38
+22
1934
$1.6K ﹤0.01%
36
-24
1935
$1.6K ﹤0.01%
47
-22
1936
$1.6K ﹤0.01%
13
1937
$1.59K ﹤0.01%
46
1938
$1.58K ﹤0.01%
121
1939
$1.58K ﹤0.01%
70
+53
1940
$1.56K ﹤0.01%
57
-365
1941
$1.56K ﹤0.01%
50
-56
1942
$1.55K ﹤0.01%
18
-39
1943
$1.55K ﹤0.01%
75
1944
$1.54K ﹤0.01%
170
-667
1945
$1.53K ﹤0.01%
42
-157
1946
$1.53K ﹤0.01%
17
1947
$1.53K ﹤0.01%
152
-335
1948
$1.53K ﹤0.01%
56
1949
$1.52K ﹤0.01%
30
1950
$1.51K ﹤0.01%
28
76 77
78
79 80