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
$401M
AUM Growth
+$97.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1
+$27.2M
2
+$10.6M
3
+$4.39M
4
T icon
AT&T
T
+$3.12M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.61M

Top Sells

1
+$2.44M
2
+$1.43M
3
+$1.14M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.03M
5
GE icon
GE Aerospace
GE
+$1.02M

Sector Composition

1 Industrials 12.25%
2 Healthcare 10.08%
3 Technology 3.4%
4 Communication Services 1.51%
5 Consumer Discretionary 1.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$60K 0.02%
+1,700
227
$60K 0.02%
940
+912
228
$60K 0.02%
+563
229
$58K 0.01%
+920
230
$56K 0.01%
+520
231
$56K 0.01%
224
-18
232
$56K 0.01%
+450
233
$55K 0.01%
+100
234
$55K 0.01%
500
235
$55K 0.01%
573
+1
236
$53K 0.01%
3,330
-1,500
237
$53K 0.01%
+1,279
238
$52K 0.01%
+546
239
$52K 0.01%
+619
240
$51K 0.01%
+1,694
241
$51K 0.01%
+200
242
$51K 0.01%
+1,334
243
$50K 0.01%
+403
244
$47K 0.01%
1,213
245
$47K 0.01%
+440
246
$46K 0.01%
+1,107
247
$45K 0.01%
910
248
$45K 0.01%
2,838
249
$45K 0.01%
292
+1
250
$43K 0.01%
+454
8 9
10
11 12