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
$90.7M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$16M
3
+$9.57M
4
SYK icon
Stryker
SYK
+$4.85M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$4.53M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 24.72%
2 Consumer Staples 4.88%
3 Technology 3.06%
4 Financials 2.08%
5 Energy 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$518K 0.57%
+6,900
27
$496K 0.55%
+3,705
28
$468K 0.52%
+4,609
29
$467K 0.51%
+10,117
30
$440K 0.49%
+14,175
31
$432K 0.48%
+3,791
32
$426K 0.47%
+1,694
33
$424K 0.47%
+11,435
34
$406K 0.45%
+16,469
35
$406K 0.45%
+6,907
36
$394K 0.43%
+5,053
37
$370K 0.41%
+26,074
38
$369K 0.41%
+17,141
39
$359K 0.4%
+2,963
40
$356K 0.39%
+1,549
41
$324K 0.36%
+6,200
42
$282K 0.31%
+1,209
43
$278K 0.31%
+5,360
44
$274K 0.3%
+3,665
45
$273K 0.3%
+2,514
46
$271K 0.3%
+5,997
47
$253K 0.28%
+2,557
48
$251K 0.28%
+3,758
49
$249K 0.27%
+822
50
$239K 0.26%
+7,024
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