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
351
$17K ﹤0.01%
+100
352
$17K ﹤0.01%
+502
353
$17K ﹤0.01%
+403
354
$17K ﹤0.01%
+158
355
$17K ﹤0.01%
+700
356
$16K ﹤0.01%
+173
357
$16K ﹤0.01%
+358
358
$16K ﹤0.01%
+550
359
$16K ﹤0.01%
+33
360
$16K ﹤0.01%
+58
361
$16K ﹤0.01%
+290
362
$16K ﹤0.01%
+99
363
$15K ﹤0.01%
+75
364
$15K ﹤0.01%
+472
365
$15K ﹤0.01%
+200
366
$15K ﹤0.01%
+290
367
$15K ﹤0.01%
+265
368
$15K ﹤0.01%
406
369
$15K ﹤0.01%
129
370
$15K ﹤0.01%
+300
371
$15K ﹤0.01%
+1,865
372
$14K ﹤0.01%
466
+2
373
$14K ﹤0.01%
+100
374
$14K ﹤0.01%
+151
375
$14K ﹤0.01%
+3,000
13 14
15
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