Hoover Financial Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares MSCI EAFE ETF
EFA
|
+$13.4M |
| 2 |
SCHV
Schwab US Large-Cap Value ETF
SCHV
|
+$7.68M |
| 3 |
Vanguard Russell 1000 Value ETF
VONV
|
+$7.36M |
| 4 |
SLY
SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML)
SLY
|
+$4M |
| 5 |
iShares MSCI Emerging Markets ETF
EEM
|
+$1.87M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Procter & Gamble
PG
|
+$703K |
| 2 |
Johnson & Johnson
JNJ
|
+$457K |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
+$124K |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
+$109K |
| 5 |
West Pharmaceutical
WST
|
+$83.5K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Industrials | 14.78% |
| 2 | Healthcare | 11.6% |
| 3 | Technology | 3.11% |
| 4 | Consumer Staples | 1.45% |
| 5 | Consumer Discretionary | 1.14% |
Similar funds
Hoover Financial Advisors's Q2 2020 Portfolio in Review
As of Q2 2020, Hoover Financial Advisors held 517 positions worth $261M, up 44% from $181M the previous quarter. Its ten largest holdings account for 65% of the portfolio.
Hoover Financial Advisors deployed $51.2M of net new capital in Q2 2020, opening 432 new positions and adding to 34 existing holdings. Its largest new stake was iShares MSCI EAFE ETF: 231,768 shares worth $14.1M.
By sector, the portfolio is most concentrated in Industrials at 15% of assets, down from 22% a quarter earlier, followed by Healthcare and Technology.
On the sell side, the largest reduction was Procter & Gamble, an estimated $703K trimmed.
- Hoover Financial Advisors's largest Q2 2020 buy was iShares MSCI EAFE ETF: 231,768 shares worth $14.1M.
- Hoover Financial Advisors added most to Schwab US Large-Cap Value ETF in Q2 2020, an estimated $7.68M increase.
- Hoover Financial Advisors's biggest Q2 2020 reduction was Procter & Gamble, cutting an estimated $703K.
- Hoover Financial Advisors's ten largest holdings make up 65% of its $261M portfolio in Q2 2020.
- Hoover Financial Advisors opened 432 new positions and closed 0 in Q2 2020.
- Hoover Financial Advisors's portfolio value rose 44% quarter-over-quarter to $261M.
Based on Hoover Financial Advisors's 13F filing for Q2 2020, filed 7 Aug 2020.