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HA

Hanover Advisors Portfolio holdings

AUM $246M
1-Year Est. Return 12.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$246M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$541K
2
+$493K
3
+$425K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$391K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$352K

Top Sells

1
+$2.63M
2
+$2.22M
3
+$2.16M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$742K
5
AOA icon
iShares Core 80/20 Aggressive Allocation ETF
AOA
+$685K

Sector Composition

1 Financials 1.74%
2 Consumer Discretionary 1.69%
3 Consumer Staples 1.09%
4 Technology 1.03%
5 Real Estate 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VEA icon
26
Vanguard FTSE Developed Markets ETF
VEA
$225B
$1.37M 0.56%
21,360
-237
PKG icon
27
Packaging Corp of America
PKG
$20.3B
$1.36M 0.55%
6,423
MSFT icon
28
Microsoft
MSFT
$3T
$1.35M 0.55%
3,655
-811
VNQ icon
29
Vanguard Real Estate ETF
VNQ
$37.8B
$1.3M 0.53%
14,627
-1,818
BSCS icon
30
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.48B
$1.27M 0.52%
62,426
-1,287
BSCQ icon
31
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.8B
$1.19M 0.49%
61,141
-160
IEF icon
32
iShares 7-10 Year Treasury Bond ETF
IEF
$46.9B
$1.14M 0.46%
11,930
-326
ARKG icon
33
ARK Genomic Revolution ETF
ARKG
$1.26B
$1.14M 0.46%
42,965
+7,376
VIS icon
34
Vanguard Industrials ETF
VIS
$7.84B
$1.1M 0.45%
3,513
-130
EMXC icon
35
iShares MSCI Emerging Markets ex China ETF
EMXC
$23.6B
$1.07M 0.43%
13,551
+2,386
BSCT icon
36
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.81B
$1.03M 0.42%
55,155
+4,273
VGIT icon
37
Vanguard Intermediate-Term Treasury ETF
VGIT
$40.8B
$961K 0.39%
16,133
BSCU icon
38
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$2.55B
$916K 0.37%
54,808
+4,956
VOX icon
39
Vanguard Communication Services ETF
VOX
$5.69B
$886K 0.36%
4,924
-26
DFUS icon
40
Dimensional US Equity ETF
DFUS
$20.2B
$879K 0.36%
12,397
PLTR icon
41
Palantir
PLTR
$317B
$870K 0.35%
5,949
-324
AGG icon
42
iShares Core US Aggregate Bond ETF
AGG
$136B
$810K 0.33%
8,164
-12
IWF icon
43
iShares Russell 1000 Growth ETF
IWF
$126B
$797K 0.32%
7,476
IWD icon
44
iShares Russell 1000 Value ETF
IWD
$75.4B
$770K 0.31%
3,604
IVOO icon
45
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.62B
$758K 0.31%
6,633
HD icon
46
Home Depot
HD
$320B
$757K 0.31%
2,303
+1,354
BRK.A icon
47
Berkshire Hathaway Class A
BRK.A
$1.05T
$718K 0.29%
1
XLK icon
48
State Street Technology Select Sector SPDR ETF
XLK
$118B
$708K 0.29%
5,328
-555
DFSV icon
49
Dimensional US Small Cap Value ETF
DFSV
$7.71B
$689K 0.28%
19,660
+901
DFEV icon
50
Dimensional Emerging Markets Value ETF
DFEV
$1.94B
$663K 0.27%
18,530
+60
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