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