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
$105M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$992K
2
+$924K
3
+$510K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$288K
5
EXC icon
Exelon
EXC
+$211K

Top Sells

1
+$359K
2
+$288K
3
+$284K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$244K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$200K

Sector Composition

1 Healthcare 24.37%
2 Consumer Staples 4.73%
3 Technology 3.4%
4 Financials 1.89%
5 Energy 1.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$537K 0.51%
5,895
27
$529K 0.51%
10,117
28
$512K 0.49%
14,060
-1,518
29
$482K 0.46%
1,694
30
$467K 0.45%
11,425
-10
31
$451K 0.43%
13,875
-300
32
$448K 0.43%
16,225
-244
33
$436K 0.42%
3,521
-270
34
$419K 0.4%
1,613
+64
35
$404K 0.39%
17,061
-80
36
$401K 0.38%
6,907
37
$365K 0.35%
6,200
38
$354K 0.34%
6,040
+680
39
$332K 0.32%
2,461
-53
40
$328K 0.31%
6,270
-5,504
41
$317K 0.3%
3,591
-167
42
$313K 0.3%
1,209
43
$307K 0.29%
3,665
44
$297K 0.28%
2,861
+304
45
$285K 0.27%
825
+3
46
$280K 0.27%
3,271
-1,782
47
$277K 0.26%
27,912
+808
48
$275K 0.26%
15,060
+597
49
$269K 0.26%
6,730
-294
50
$266K 0.25%
2,473
-36
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