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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
76
$333K 0.13%
3,954
77
$331K 0.13%
2,993
78
$326K 0.13%
5,604
+347
79
$322K 0.13%
2,561
80
$320K 0.12%
5,580
81
$318K 0.12%
4,034
82
$316K 0.12%
950
83
$304K 0.12%
1,195
-17
84
$302K 0.12%
849
85
$295K 0.11%
8,110
+1,010
86
$290K 0.11%
3,632
87
$284K 0.11%
3,418
88
$278K 0.11%
+3,156
89
$275K 0.11%
2,780
90
$267K 0.1%
+1,734
91
$265K 0.1%
14,539
-12
92
$263K 0.1%
2,550
93
$262K 0.1%
5,288
+814
94
$254K 0.1%
13,976
95
$253K 0.1%
5,267
96
$250K 0.1%
4,998
-72
97
$240K 0.09%
3,230
98
$237K 0.09%
5,844
+178
99
$236K 0.09%
1,678
100
$230K 0.09%
7,275
1 2 3
4
5