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
251
$43K 0.01%
1,947
-1,590
252
$43K 0.01%
+720
253
$42K 0.01%
+273
254
$42K 0.01%
500
+91
255
$41K 0.01%
+649
256
$40K 0.01%
+1,000
257
$40K 0.01%
+500
258
$39K 0.01%
644
259
$38K 0.01%
+170
260
$38K 0.01%
273
261
$37K 0.01%
+100
262
$37K 0.01%
+1,126
263
$37K 0.01%
+113
264
$36K 0.01%
+330
265
$36K 0.01%
+472
266
$36K 0.01%
+766
267
$36K 0.01%
+119
268
$36K 0.01%
+600
269
$35K 0.01%
+393
270
$35K 0.01%
+53
271
$34K 0.01%
+387
272
$34K 0.01%
+1,010
273
$33K 0.01%
+592
274
$33K 0.01%
+1,600
275
$33K 0.01%
+156
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