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
2001
$979 ﹤0.01%
28
2002
$962 ﹤0.01%
+134
2003
$960 ﹤0.01%
20
2004
$958 ﹤0.01%
+12
2005
$951 ﹤0.01%
195
-59
2006
$944 ﹤0.01%
23
2007
$937 ﹤0.01%
440
2008
$935 ﹤0.01%
27
-175
2009
$934 ﹤0.01%
+182
2010
$928 ﹤0.01%
+76
2011
$910 ﹤0.01%
+73
2012
$885 ﹤0.01%
42
2013
$885 ﹤0.01%
13
2014
$864 ﹤0.01%
+13
2015
$863 ﹤0.01%
217
2016
$862 ﹤0.01%
59
2017
$838 ﹤0.01%
55
2018
$837 ﹤0.01%
23,918
+20,143
2019
$836 ﹤0.01%
19
-169
2020
$831 ﹤0.01%
24
-6
2021
$828 ﹤0.01%
8
2022
$824 ﹤0.01%
+2
2023
$824 ﹤0.01%
10
2024
$820 ﹤0.01%
25
2025
$803 ﹤0.01%
29
79 80
81
82 83