HA
Hanover Advisors Portfolio holdings
AUM
$258M
1-Year Est. Return
12.46%
This Fund
S&P 500
1 Year Est. Return
+12.46%
AUM
$258M
AUM Growth
+$12.5M
(+5.1%)
Holding
103
Top Buys
| 1 | +$5.57M | |
| 2 | +$5.18M | |
| 3 | +$971K | |
| 4 |
ARK Genomic Revolution ETF
ARKG
|
+$875K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$788K |
Top Sells
| 1 | +$12.9M | |
| 2 | +$2.56M | |
| 3 | +$751K | |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
+$476K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
|
UCB
101
United Community Banks
UCB
$3.66B
| $221K | 0.09% |
7,059
|
|
||
102
AdvisorShares Dorsey Wright Short ETF
DWSH
$8.3M
| $147K | 0.06% |
21,417
-11,493
|
|
||
|
PDM
103
Piedmont Realty Trust
PDM
$894M
| $121K | 0.05% |
13,499
+1,685
|
|