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
426
$8K ﹤0.01%
+85
427
$8K ﹤0.01%
+43
428
$8K ﹤0.01%
+150
429
$8K ﹤0.01%
67
+1
430
$8K ﹤0.01%
+111
431
$7K ﹤0.01%
+592
432
$7K ﹤0.01%
+193
433
$7K ﹤0.01%
+194
434
$7K ﹤0.01%
+950
435
$7K ﹤0.01%
+300
436
$7K ﹤0.01%
+150
437
$7K ﹤0.01%
+100
438
$7K ﹤0.01%
+325
439
$7K ﹤0.01%
+20
440
$7K ﹤0.01%
+32
441
$7K ﹤0.01%
+230
442
$7K ﹤0.01%
+500
443
$7K ﹤0.01%
+91
444
$6K ﹤0.01%
+130
445
$6K ﹤0.01%
+177
446
$6K ﹤0.01%
+30
447
$6K ﹤0.01%
+300
448
$6K ﹤0.01%
+60
449
$6K ﹤0.01%
+34
450
$6K ﹤0.01%
+40
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