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
$401M
AUM Growth
+$97.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1
+$23.5M
2
+$9.81M
3
+$4.1M
4
T icon
AT&T
T
+$3.04M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.48M

Top Sells

1
+$2.21M
2
+$1.48M
3
+$1.12M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$922K
5
GLD icon
SPDR Gold Trust
GLD
+$807K

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
376
$14K ﹤0.01%
+3,000
377
$14K ﹤0.01%
125
378
$14K ﹤0.01%
+190
379
$14K ﹤0.01%
200
-1,905
380
$14K ﹤0.01%
+22
381
$13K ﹤0.01%
+880
382
$13K ﹤0.01%
+166
383
$13K ﹤0.01%
+200
384
$13K ﹤0.01%
+234
385
$13K ﹤0.01%
+328
386
$13K ﹤0.01%
+227
387
$13K ﹤0.01%
+136
388
$13K ﹤0.01%
210
-1,806
389
$12K ﹤0.01%
+81
390
$12K ﹤0.01%
+143
391
$12K ﹤0.01%
+500
392
– –
0
393
$12K ﹤0.01%
+785
394
$12K ﹤0.01%
+250
395
$12K ﹤0.01%
+500
396
$11K ﹤0.01%
+1,766
397
$11K ﹤0.01%
119
398
$11K ﹤0.01%
+124
399
$11K ﹤0.01%
+300
400
$11K ﹤0.01%
127
-41
14 15
16
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