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
326
$21K 0.01%
+130
327
$21K 0.01%
+100
328
$21K 0.01%
+100
329
$21K 0.01%
+200
330
$20K 0.01%
+265
331
$20K 0.01%
+606
332
$20K 0.01%
+407
333
$20K 0.01%
+132
334
$20K 0.01%
+400
335
$19K ﹤0.01%
+358
336
$19K ﹤0.01%
+399
337
$19K ﹤0.01%
+330
338
$19K ﹤0.01%
+130
339
$19K ﹤0.01%
+174
340
$19K ﹤0.01%
+118
341
$19K ﹤0.01%
+114
342
$19K ﹤0.01%
193
+172
343
$19K ﹤0.01%
+50
344
$18K ﹤0.01%
+245
345
$18K ﹤0.01%
+963
346
$18K ﹤0.01%
+209
347
$17K ﹤0.01%
+83
348
$17K ﹤0.01%
+250
349
$17K ﹤0.01%
+100
350
$17K ﹤0.01%
+121
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