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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
51
$675K 0.26%
13,088
52
$621K 0.24%
11,871
53
$602K 0.23%
12,918
-28
54
$599K 0.23%
4,561
55
$588K 0.23%
18,447
+53
56
$572K 0.22%
16,040
57
$556K 0.22%
5,525
-50
58
$530K 0.21%
11,498
+570
59
$528K 0.2%
7,446
-295
60
$523K 0.2%
5,186
-42
61
$522K 0.2%
16,405
+1,576
62
$498K 0.19%
29,859
+2,604
63
$444K 0.17%
2,123
-2
64
$444K 0.17%
21,256
+2,607
65
$427K 0.17%
1,355
66
$427K 0.17%
2,472
+106
67
$410K 0.16%
9,186
-24
68
$394K 0.15%
10,432
69
$392K 0.15%
15,995
70
$387K 0.15%
955
71
$378K 0.15%
5,527
+316
72
$378K 0.15%
9,810
73
$357K 0.14%
6,033
+125
74
$351K 0.14%
4,912
+30
75
$335K 0.13%
1,680
1 2
3
4 5