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
401
$4K ﹤0.01%
+301
402
$4K ﹤0.01%
+30
403
$4K ﹤0.01%
+142
404
$4K ﹤0.01%
+30
405
$4K ﹤0.01%
+65
406
$4K ﹤0.01%
+592
407
$4K ﹤0.01%
+5
408
$4K ﹤0.01%
+73
409
$4K ﹤0.01%
+421
410
$4K ﹤0.01%
+107
411
$4K ﹤0.01%
+420
412
$4K ﹤0.01%
+43
413
$4K ﹤0.01%
+325
414
$4K ﹤0.01%
+445
415
$4K ﹤0.01%
+126
416
$4K ﹤0.01%
+250
417
$3K ﹤0.01%
+45
418
$3K ﹤0.01%
+53
419
$3K ﹤0.01%
+25
420
$3K ﹤0.01%
+148
421
$3K ﹤0.01%
+58
422
$3K ﹤0.01%
+45
423
$3K ﹤0.01%
+52
424
$3K ﹤0.01%
+65
425
$3K ﹤0.01%
+79
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