HFA

Hoover Financial Advisors Portfolio holdings

AUM $562M
1-Year Est. Return 37.9%
This Quarter Est. Return
1 Year Est. Return
+37.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$261M
AUM Growth
+$80.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$7.85M
3
+$7.53M
4
SLY
SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML)
SLY
+$4.32M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2M

Top Sells

1
+$721K
2
+$441K
3
+$124K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$112K
5
WST icon
West Pharmaceutical
WST
+$96.6K

Sector Composition

1 Industrials 14.78%
2 Healthcare 11.6%
3 Technology 3.11%
4 Consumer Staples 1.45%
5 Consumer Discretionary 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$33K 0.01%
+200
227
$33K 0.01%
+1,000
228
$33K 0.01%
+291
229
$32K 0.01%
+490
230
$32K 0.01%
+3,400
231
$32K 0.01%
+330
232
$32K 0.01%
+649
233
$31K 0.01%
+190
234
$31K 0.01%
+570
235
$30K 0.01%
+1,800
236
$30K 0.01%
+2,252
237
$29K 0.01%
+100
238
$29K 0.01%
+280
239
$29K 0.01%
+509
240
$29K 0.01%
+430
241
$29K 0.01%
+11,408
242
$29K 0.01%
+170
243
$28K 0.01%
+200
244
$28K 0.01%
+504
245
$27K 0.01%
+376
246
$27K 0.01%
+1,390
247
$27K 0.01%
+483
248
$27K 0.01%
+1,884
249
$27K 0.01%
+2,232
250
$27K 0.01%
+200
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