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
376
$14K ﹤0.01%
125
377
$14K ﹤0.01%
+190
378
$14K ﹤0.01%
200
-1,905
379
$14K ﹤0.01%
+120
380
$14K ﹤0.01%
+22
381
$13K ﹤0.01%
210
-1,806
382
$13K ﹤0.01%
+166
383
$13K ﹤0.01%
+200
384
$13K ﹤0.01%
+234
385
$13K ﹤0.01%
+328
386
$13K ﹤0.01%
+880
387
$13K ﹤0.01%
+227
388
$13K ﹤0.01%
+136
389
$12K ﹤0.01%
+500
390
$12K ﹤0.01%
+143
391
$12K ﹤0.01%
+81
392
$12K ﹤0.01%
+500
393
$12K ﹤0.01%
+2
394
$12K ﹤0.01%
+785
395
$12K ﹤0.01%
+250
396
$11K ﹤0.01%
119
397
$11K ﹤0.01%
+1,766
398
$11K ﹤0.01%
+124
399
$11K ﹤0.01%
+300
400
$11K ﹤0.01%
127
-41
14 15
16
17 18