HFA
Hoover Financial Advisors Portfolio holdings
AUM
$562M
This Quarter Return
-12.86%
1 Year Return
+37.9%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$90.7M
AUM Growth
–
Cap. Flow
+$90.7M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
74.35%
Holding
61
New
61
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Russell 1000 Growth ETF
VONG
|
$19.7M |
| 2 |
Vanguard Russell 1000 Value ETF
VONV
|
$16M |
| 3 |
Johnson & Johnson
JNJ
|
$9.57M |
| 4 |
Stryker
SYK
|
$4.85M |
| 5 |
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% |
