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
$261M
AUM Growth
+$80.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$7.68M
3
+$7.36M
4
SLY
SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML)
SLY
+$4M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.87M

Top Sells

1
+$703K
2
+$457K
3
+$124K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$109K
5
WST icon
West Pharmaceutical
WST
+$83.5K

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
426
$3K ﹤0.01%
+660
427
$3K ﹤0.01%
+45
428
$3K ﹤0.01%
+53
429
$3K ﹤0.01%
+25
430
$3K ﹤0.01%
+148
431
$3K ﹤0.01%
+58
432
$3K ﹤0.01%
+45
433
$3K ﹤0.01%
+52
434
$3K ﹤0.01%
+65
435
$3K ﹤0.01%
+79
436
$3K ﹤0.01%
+17
437
$2K ﹤0.01%
+81
438
$2K ﹤0.01%
+115
439
$2K ﹤0.01%
+500
440
$2K ﹤0.01%
+20
441
$2K ﹤0.01%
+133
442
$2K ﹤0.01%
+100
443
$2K ﹤0.01%
+50
444
$2K ﹤0.01%
+98
445
$2K ﹤0.01%
+46
446
$2K ﹤0.01%
+210
447
$2K ﹤0.01%
+117
448
$2K ﹤0.01%
+45
449
$2K ﹤0.01%
+500
450
$2K ﹤0.01%
+41
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