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
1951
$1.51K ﹤0.01%
83
+44
1952
$1.51K ﹤0.01%
21
1953
$1.47K ﹤0.01%
23
1954
$1.42K ﹤0.01%
17
1955
$1.41K ﹤0.01%
314
-511
1956
$1.41K ﹤0.01%
243
+2
1957
$1.41K ﹤0.01%
52
1958
$1.4K ﹤0.01%
95
1959
$1.37K ﹤0.01%
+53
1960
$1.37K ﹤0.01%
+34
1961
$1.35K ﹤0.01%
16
1962
$1.35K ﹤0.01%
20
1963
$1.33K ﹤0.01%
44
1964
$1.29K ﹤0.01%
41
1965
$1.25K ﹤0.01%
79
1966
$1.24K ﹤0.01%
78
-173
1967
$1.24K ﹤0.01%
8
1968
$1.21K ﹤0.01%
158
1969
$1.2K ﹤0.01%
26
-7
1970
$1.2K ﹤0.01%
26
-49
1971
$1.2K ﹤0.01%
179
+110
1972
$1.19K ﹤0.01%
15
-377
1973
$1.19K ﹤0.01%
+58
1974
$1.19K ﹤0.01%
45
1975
$1.17K ﹤0.01%
34
77 78
79
80 81