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
376
$6K ﹤0.01%
+601
377
$6K ﹤0.01%
+185
378
$6K ﹤0.01%
+10
379
$6K ﹤0.01%
+300
380
$6K ﹤0.01%
+200
381
$6K ﹤0.01%
+50
382
$6K ﹤0.01%
+66
383
$6K ﹤0.01%
+500
384
$6K ﹤0.01%
+34
385
$6K ﹤0.01%
+50
386
$5K ﹤0.01%
+175
387
$5K ﹤0.01%
+107
388
$5K ﹤0.01%
+300
389
$5K ﹤0.01%
+44
390
$5K ﹤0.01%
+986
391
$5K ﹤0.01%
+100
392
$5K ﹤0.01%
+425
393
$5K ﹤0.01%
+60
394
$5K ﹤0.01%
+950
395
$5K ﹤0.01%
+76
396
$5K ﹤0.01%
+10
397
$5K ﹤0.01%
+217
398
$5K ﹤0.01%
+65
399
$5K ﹤0.01%
+233
400
$4K ﹤0.01%
+60
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