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
401
$11K ﹤0.01%
+200
402
$11K ﹤0.01%
+216
403
$11K ﹤0.01%
+143
404
$11K ﹤0.01%
+3,000
405
$10K ﹤0.01%
+150
406
$10K ﹤0.01%
+211
407
$10K ﹤0.01%
+40
408
$10K ﹤0.01%
+90
409
$10K ﹤0.01%
+545
410
$10K ﹤0.01%
+79
411
$10K ﹤0.01%
+50
412
$10K ﹤0.01%
+160
413
$10K ﹤0.01%
+1,167
414
$9K ﹤0.01%
+29
415
$9K ﹤0.01%
+250
416
$9K ﹤0.01%
+986
417
$9K ﹤0.01%
+50
418
$9K ﹤0.01%
+187
419
$8K ﹤0.01%
+45
420
$8K ﹤0.01%
+150
421
$8K ﹤0.01%
+100
422
$8K ﹤0.01%
+125
423
$8K ﹤0.01%
215
-173
424
$8K ﹤0.01%
180
+2
425
$8K ﹤0.01%
+192
15 16
17
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