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
$1.29B
AUM Growth
+$93.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,675
New
Increased
Reduced
Closed

Top Buys

1
+$3.31M
2
+$3.17M
3
+$1.95M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.93M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.87M

Top Sells

1
+$1.25M
2
+$680K
3
+$632K
4
FTA icon
First Trust Large Cap Value AlphaDEX Fund
FTA
+$607K
5
K icon
Kellanova
K
+$568K

Sector Composition

1 Technology 10.16%
2 Healthcare 7.85%
3 Financials 7.75%
4 Industrials 5.79%
5 Consumer Staples 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$752K 0.06%
16,660
202
$752K 0.06%
15,566
+9,531
203
$749K 0.06%
5,639
-6
204
$748K 0.06%
14,086
-517
205
$745K 0.06%
25,838
206
$745K 0.06%
6,900
-1,033
207
$719K 0.06%
2,428
-27
208
$710K 0.06%
5,576
-340
209
$709K 0.06%
9,253
-13
210
$692K 0.05%
31,107
-229
211
$689K 0.05%
6,936
+105
212
$689K 0.05%
8,800
-739
213
$676K 0.05%
13,052
-2,578
214
$673K 0.05%
18,010
+90
215
$672K 0.05%
5,040
-55
216
$657K 0.05%
7,069
-3,694
217
$647K 0.05%
8,293
-1,994
218
$645K 0.05%
9,820
-8,643
219
$637K 0.05%
17,602
220
$635K 0.05%
14,566
-2,472
221
$631K 0.05%
10,626
-2,046
222
$628K 0.05%
7,531
+4,599
223
$622K 0.05%
11,530
-34
224
$620K 0.05%
14,796
+1,224
225
$618K 0.05%
22,147
-1,270
7 8
9
10 11