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
2076
$509 ﹤0.01%
25
2077
$507 ﹤0.01%
87
2078
$505 ﹤0.01%
16
-5
2079
$504 ﹤0.01%
56
2080
$501 ﹤0.01%
26
2081
$493 ﹤0.01%
13
2082
$491 ﹤0.01%
76
2083
$481 ﹤0.01%
11
2084
$475 ﹤0.01%
8
-4
2085
$475 ﹤0.01%
24
-12
2086
$460 ﹤0.01%
16
2087
$457 ﹤0.01%
57
2088
$451 ﹤0.01%
9
2089
$448 ﹤0.01%
14
2090
$437 ﹤0.01%
14
2091
$421 ﹤0.01%
8
-2
2092
$406 ﹤0.01%
4
-15
2093
$400 ﹤0.01%
12
2094
$398 ﹤0.01%
+69
2095
$397 ﹤0.01%
15
2096
$395 ﹤0.01%
60
+1
2097
$378 ﹤0.01%
161
2098
$378 ﹤0.01%
8
2099
$372 ﹤0.01%
15
2100
$370 ﹤0.01%
7
82 83
84
85 86