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
176
$3.14M 0.09%
10,579
-76
177
$3.11M 0.09%
43,430
-1,340
178
$3.05M 0.09%
166,826
-55,176
179
$3.04M 0.09%
4,883
-92
180
$2.94M 0.08%
26,730
+7,804
181
$2.89M 0.08%
7,967
-432
182
$2.88M 0.08%
41,106
183
$2.79M 0.08%
55,720
-11,039
184
$2.77M 0.08%
5,256
+116
185
$2.75M 0.08%
2,679
+19
186
$2.74M 0.08%
20,428
-8,005
187
$2.65M 0.07%
30,888
-1,906
188
$2.64M 0.07%
20,501
-5,091
189
$2.62M 0.07%
8,950
+177
190
$2.53M 0.07%
28,448
-7,232
191
$2.53M 0.07%
43,484
+5,308
192
$2.49M 0.07%
123,635
-287
193
$2.43M 0.07%
+11,744
194
$2.42M 0.07%
11,781
-5,308
195
$2.39M 0.07%
+49,500
196
$2.37M 0.07%
10,530
-279
197
$2.35M 0.07%
48,605
+1,596
198
$2.23M 0.06%
42,735
-423
199
$2.21M 0.06%
50,219
-225
200
$2.16M 0.06%
19,427
-313
6 7
8
9 10