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
1976
$1.17K ﹤0.01%
14
-4
1977
$1.16K ﹤0.01%
14
1978
$1.13K ﹤0.01%
100
1979
$1.13K ﹤0.01%
39
-24
1980
$1.13K ﹤0.01%
30
1981
$1.12K ﹤0.01%
213
1982
$1.11K ﹤0.01%
24
1983
$1.11K ﹤0.01%
15
1984
$1.1K ﹤0.01%
14
-5
1985
$1.09K ﹤0.01%
11
1986
$1.09K ﹤0.01%
87
1987
$1.08K ﹤0.01%
64
1988
$1.08K ﹤0.01%
115
+32
1989
$1.08K ﹤0.01%
+254
1990
$1.05K ﹤0.01%
35
1991
$1.02K ﹤0.01%
47
1992
$1.02K ﹤0.01%
23
1993
$1.02K ﹤0.01%
250
1994
$1K ﹤0.01%
117
-218
1995
$997 ﹤0.01%
+14
1996
$996 ﹤0.01%
47
1997
$989 ﹤0.01%
12
1998
$986 ﹤0.01%
15
-89
1999
$986 ﹤0.01%
23
-20
2000
$986 ﹤0.01%
19
-11
78 79
80
81 82