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
451
$6K ﹤0.01%
+265
452
$6K ﹤0.01%
+65
453
$6K ﹤0.01%
+110
454
$6K ﹤0.01%
+835
455
$6K ﹤0.01%
+345
456
$5K ﹤0.01%
+142
457
$5K ﹤0.01%
+61
458
$5K ﹤0.01%
+325
459
$5K ﹤0.01%
49
460
$5K ﹤0.01%
+421
461
$5K ﹤0.01%
+211
462
$5K ﹤0.01%
+45
463
$5K ﹤0.01%
+38
464
$5K ﹤0.01%
+660
465
$4K ﹤0.01%
+3,000
466
$4K ﹤0.01%
+81
467
$4K ﹤0.01%
+133
468
$4K ﹤0.01%
+65
469
$4K ﹤0.01%
+25
470
$4K ﹤0.01%
+63
471
$4K ﹤0.01%
+65
472
$4K ﹤0.01%
+40
473
$4K ﹤0.01%
+17
474
$4K ﹤0.01%
+50
475
$4K ﹤0.01%
+260
17 18
19
20 21