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
276
$21K 0.01%
+1,000
277
$20K 0.01%
+316
278
$20K 0.01%
+925
279
$20K 0.01%
+102
280
$20K 0.01%
+375
281
$20K 0.01%
+2,800
282
$20K 0.01%
+541
283
$19K 0.01%
+254
284
$19K 0.01%
+1,500
285
$19K 0.01%
+100
286
$19K 0.01%
+435
287
$18K 0.01%
+390
288
$18K 0.01%
+502
289
$18K 0.01%
+607
290
$18K 0.01%
+469
291
$18K 0.01%
+50
292
$18K 0.01%
+203
293
$18K 0.01%
+165
294
$17K 0.01%
+215
295
$17K 0.01%
+290
296
$17K 0.01%
+1,237
297
$17K 0.01%
+1,532
298
$16K 0.01%
+201
299
$16K 0.01%
+1,000
300
$16K 0.01%
+1,250
10 11
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