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
251
$27K 0.01%
+2,809
252
$26K 0.01%
+1,000
253
$26K 0.01%
+951
254
$26K 0.01%
+501
255
$26K 0.01%
+700
256
$26K 0.01%
+262
257
$25K 0.01%
+300
258
$25K 0.01%
+952
259
$25K 0.01%
+400
260
$24K 0.01%
+1,296
261
$24K 0.01%
+897
262
$24K 0.01%
+1,008
263
$24K 0.01%
+214
264
$24K 0.01%
+490
265
$23K 0.01%
+1,174
266
$22K 0.01%
+50
267
$22K 0.01%
+500
268
$22K 0.01%
+331
269
$22K 0.01%
+752
270
$21K 0.01%
+361
271
$21K 0.01%
+799
272
$21K 0.01%
+400
273
$21K 0.01%
+750
274
$21K 0.01%
+254
275
$21K 0.01%
+219
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