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
301
$27K 0.01%
+1,884
302
$27K 0.01%
+211
303
$26K 0.01%
+3,000
304
$26K 0.01%
+180
305
$26K 0.01%
+1,390
306
$26K 0.01%
436
+1
307
$26K 0.01%
+255
308
$26K 0.01%
+147
309
$26K 0.01%
+546
310
$25K 0.01%
+400
311
$25K 0.01%
500
312
$25K 0.01%
+381
313
$25K 0.01%
+316
314
$25K 0.01%
+469
315
$25K 0.01%
+571
316
$25K 0.01%
+399
317
$25K 0.01%
+440
318
$24K 0.01%
255
+1
319
$24K 0.01%
168
-51
320
$24K 0.01%
+266
321
$24K 0.01%
+262
322
$23K 0.01%
1,000
323
$23K 0.01%
+1,532
324
$22K 0.01%
+150
325
$22K 0.01%
+150
11 12
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