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

Top Buys

1
+$14.1M
2
+$7.85M
3
+$7.53M
4
SLY
SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML)
SLY
+$4.32M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2M

Top Sells

1
+$721K
2
+$441K
3
+$124K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$112K
5
WST icon
West Pharmaceutical
WST
+$96.6K

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
451
$2K ﹤0.01%
+117
452
$2K ﹤0.01%
+45
453
$2K ﹤0.01%
+10
454
$2K ﹤0.01%
+10
455
$2K ﹤0.01%
+15
456
$1K ﹤0.01%
+107
457
$1K ﹤0.01%
+6
458
$1K ﹤0.01%
+3
459
$1K ﹤0.01%
+48
460
$1K ﹤0.01%
+45
461
$1K ﹤0.01%
+1,000
462
$1K ﹤0.01%
+500
463
$1K ﹤0.01%
+25
464
$1K ﹤0.01%
+30
465
$1K ﹤0.01%
+81
466
$1K ﹤0.01%
+100
467
$1K ﹤0.01%
+93
468
$1K ﹤0.01%
+70
469
$1K ﹤0.01%
+32
470
$1K ﹤0.01%
+715
471
$1K ﹤0.01%
+12
472
$1K ﹤0.01%
+28
473
$1K ﹤0.01%
+12
474
$1K ﹤0.01%
+100
475
$1K ﹤0.01%
+21
17 18
19
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