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
276
$33K 0.01%
+280
277
$32K 0.01%
+200
278
$32K 0.01%
+1,009
279
$32K 0.01%
+700
280
$32K 0.01%
+951
281
$30K 0.01%
+588
282
$30K 0.01%
+1,000
283
$30K 0.01%
+1,019
284
$30K 0.01%
+1,000
285
$30K 0.01%
+850
286
$30K 0.01%
+266
287
$29K 0.01%
889
-69
288
$29K 0.01%
+501
289
$29K 0.01%
+352
290
$29K 0.01%
+331
291
$28K 0.01%
504
292
$28K 0.01%
+385
293
$28K 0.01%
+1,000
294
$28K 0.01%
+1,015
295
$28K 0.01%
79
+46
296
$28K 0.01%
+1,617
297
$28K 0.01%
+274
298
$27K 0.01%
+341
299
$27K 0.01%
+700
300
$27K 0.01%
+1,250
10 11
12
13 14