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
2026
$800 ﹤0.01%
4
2027
$795 ﹤0.01%
35
2028
$792 ﹤0.01%
26
2029
$789 ﹤0.01%
34
2030
$787 ﹤0.01%
67
2031
$775 ﹤0.01%
31
2032
$775 ﹤0.01%
13
-1,028
2033
$774 ﹤0.01%
43
+1
2034
$765 ﹤0.01%
43
2035
$764 ﹤0.01%
+30
2036
$744 ﹤0.01%
26
2037
$736 ﹤0.01%
21
2038
$732 ﹤0.01%
149
-557
2039
$730 ﹤0.01%
13
-3
2040
$726 ﹤0.01%
67
2041
$719 ﹤0.01%
83
2042
$715 ﹤0.01%
+7
2043
$713 ﹤0.01%
14
2044
$701 ﹤0.01%
+22
2045
$699 ﹤0.01%
9
2046
$684 ﹤0.01%
28
2047
$675 ﹤0.01%
14
2048
$673 ﹤0.01%
15
2049
$664 ﹤0.01%
15
2050
$657 ﹤0.01%
+10
80 81
82
83 84