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
$303M
AUM Growth
+$42.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1
+$52.4M
2
+$2.05M
3
+$637K
4
ADP icon
Automatic Data Processing
ADP
+$576K
5
GE icon
GE Aerospace
GE
+$527K

Top Sells

1
+$12.1M
2
+$1.55M
3
+$1.51M
4
SLY
SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML)
SLY
+$1.13M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$992K

Sector Composition

1 Healthcare 10.99%
2 Industrials 10.31%
3 Technology 3.11%
4 Consumer Staples 1.63%
5 Consumer Discretionary 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
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