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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
$258M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$5.57M
2
+$5.18M
3
+$971K
4
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$875K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$788K

Top Sells

1
+$12.9M
2
+$2.56M
3
+$751K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$476K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$310K

Sector Composition

1 Consumer Discretionary 1.45%
2 Technology 1.38%
3 Financials 1.23%
4 Consumer Staples 0.72%
5 Real Estate 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.34M 0.52%
22,418
+4,481
27
$1.28M 0.5%
44,663
-1,828
28
$1.25M 0.48%
+2,800
29
$1.24M 0.48%
60,334
+1,412
30
$1.21M 0.47%
61,987
+101
31
$1.19M 0.46%
12,379
-447
32
$1.13M 0.44%
11,704
+457
33
$1.08M 0.42%
3,643
+20
34
$997K 0.39%
16,616
-754
35
$962K 0.37%
+34,629
36
$899K 0.35%
4,791
+46
37
$898K 0.35%
12,397
-160
38
$891K 0.35%
47,342
+1,037
39
$887K 0.34%
+4,860
40
$875K 0.34%
7,476
41
$856K 0.33%
8,540
+2,262
42
$830K 0.32%
5,892
-14
43
$818K 0.32%
+1,627
44
$792K 0.31%
46,847
+2,661
45
$784K 0.3%
9,090
+759
46
$754K 0.29%
1
47
$735K 0.29%
6,662
-414
48
$734K 0.28%
3,604
49
$718K 0.28%
10,642
+1,121
50
$693K 0.27%
78,135
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