HFA

Hoover Financial Advisors Portfolio holdings

AUM $562M
1-Year Est. Return 37.9%
This Fund
S&P 500
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
+$13.4M
2
+$7.68M
3
+$7.36M
4
SLY
SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML)
SLY
+$4M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.87M

Top Sells

1
+$703K
2
+$457K
3
+$124K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$109K
5
WST icon
West Pharmaceutical
WST
+$83.5K

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%
+254
277
$20K 0.01%
+316
278
$20K 0.01%
+2,800
279
$20K 0.01%
+541
280
$20K 0.01%
+925
281
$20K 0.01%
+102
282
$20K 0.01%
+375
283
$19K 0.01%
+1,500
284
$19K 0.01%
+100
285
$19K 0.01%
+435
286
$19K 0.01%
+254
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%
+290
295
$17K 0.01%
+1,532
296
$17K 0.01%
+215
297
$17K 0.01%
+1,237
298
$16K 0.01%
+201
299
$16K 0.01%
+1,000
300
$16K 0.01%
+1,250
10 11
12
13 14