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
326
$12K ﹤0.01%
+212
327
$12K ﹤0.01%
+314
328
$12K ﹤0.01%
+48
329
$12K ﹤0.01%
+125
330
$12K ﹤0.01%
+83
331
$11K ﹤0.01%
+100
332
$11K ﹤0.01%
+100
333
$11K ﹤0.01%
+130
334
$11K ﹤0.01%
+388
335
$11K ﹤0.01%
+166
336
$11K ﹤0.01%
+150
337
$11K ﹤0.01%
+648
338
$11K ﹤0.01%
+22
339
$11K ﹤0.01%
+120
340
$11K ﹤0.01%
+600
341
$11K ﹤0.01%
+99
342
$10K ﹤0.01%
+561
343
$10K ﹤0.01%
+402
344
$10K ﹤0.01%
+410
345
$10K ﹤0.01%
+170
346
$10K ﹤0.01%
+90
347
$10K ﹤0.01%
+545
348
$10K ﹤0.01%
+121
349
$9K ﹤0.01%
+100
350
$9K ﹤0.01%
+400
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