HFA

Hoover Financial Advisors Portfolio holdings

AUM $562M
1-Year Est. Return 37.9%
This Fund
S&P 500
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
+$13.4M
2
+$7.68M
3
+$7.36M
4
SLY
SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML)
SLY
+$4M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.87M

Top Sells

1
+$703K
2
+$457K
3
+$124K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$109K
5
WST icon
West Pharmaceutical
WST
+$83.5K

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
351
$9K ﹤0.01%
+1,015
352
$9K ﹤0.01%
+57
353
$8K ﹤0.01%
+249
354
$8K ﹤0.01%
+119
355
$8K ﹤0.01%
+154
356
$8K ﹤0.01%
+150
357
$8K ﹤0.01%
+125
358
$8K ﹤0.01%
+300
359
$8K ﹤0.01%
+192
360
$8K ﹤0.01%
+40
361
$8K ﹤0.01%
+85
362
$8K ﹤0.01%
+500
363
$8K ﹤0.01%
+1,690
364
$8K ﹤0.01%
+429
365
$8K ﹤0.01%
+40
366
$8K ﹤0.01%
+157
367
$8K ﹤0.01%
+1,167
368
$7K ﹤0.01%
+40
369
$7K ﹤0.01%
+166
370
$7K ﹤0.01%
+655
371
$7K ﹤0.01%
+133
372
$7K ﹤0.01%
+279
373
$7K ﹤0.01%
+32
374
$7K ﹤0.01%
+250
375
$7K ﹤0.01%
+227
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