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
301
$16K 0.01%
+300
302
$16K 0.01%
+289
303
$15K 0.01%
+550
304
$15K 0.01%
+606
305
$15K 0.01%
+129
306
$14K 0.01%
+358
307
$14K 0.01%
+244
308
$14K 0.01%
+550
309
$14K 0.01%
+481
310
$14K 0.01%
+472
311
$14K 0.01%
+168
312
$14K 0.01%
+405
313
$14K 0.01%
+299
314
$14K 0.01%
+45
315
$13K 0.01%
+463
316
$13K 0.01%
+529
317
$13K 0.01%
+509
318
$13K 0.01%
+342
319
$13K 0.01%
+560
320
$13K 0.01%
+40
321
$13K 0.01%
+100
322
$12K ﹤0.01%
+150
323
$12K ﹤0.01%
+1,070
324
$12K ﹤0.01%
+880
325
$12K ﹤0.01%
+141
11 12
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