HA
Hanover Advisors Portfolio holdings
AUM
$245M
This Quarter Return
+5.13%
1 Year Return
+10.33%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$238M
AUM Growth
+$238M
(+5.8%)
Cap. Flow
+$1.89M
Cap. Flow
% of AUM
0.79%
Top 10 Holdings %
Top 10 Hldgs %
77.94%
Holding
95
New
4
Increased
23
Reduced
44
Closed
2
Top Buys
| 1 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$2.56M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
$327K |
| 3 |
SPDR Gold Trust
GLD
|
$206K |
| 4 |
Walmart
WMT
|
$206K |
| 5 |
UCB
United Community Banks, Inc.
UCB
|
$205K |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 1.07% |
| 2 | Technology | 0.95% |
| 3 | Financials | 0.82% |
| 4 | Consumer Staples | 0.82% |
| 5 | Real Estate | 0.8% |
