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

Top Buys

1
+$51.2M
2
+$1.95M
3
+$630K
4
ADP icon
Automatic Data Processing
ADP
+$579K
5
GE icon
GE Aerospace
GE
+$561K

Top Sells

1
+$12.2M
2
+$1.56M
3
+$1.52M
4
SLY
SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML)
SLY
+$1.15M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$984K

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
in Stake 		Capital Flow
426
– –
-1,070
427
– –
-205
428
– –
-1,700
429
– –
-244
430
– –
-279
431
– –
-3,122
432
– –
-880
433
– –
-133
434
– –
-1,000
435
– –
-1,500
436
– –
-532
437
– –
-6,857
438
– –
-592
439
– –
-3,534
440
– –
-361
441
– –
-403
442
– –
-1,265
443
– –
-2,068
444
– –
-50
445
– –
-787
446
– –
-215
447
– –
-81
448
– –
-25
449
– –
-100
450
– –
-400
16 17
18
19 20