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
$109M
AUM Growth
+$4.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$989K
2
+$736K
3
+$225K
4
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$202K
5
GSK icon
GSK
GSK
+$181K

Top Sells

1
+$401K
2
+$336K
3
+$266K
4
MO icon
Altria Group
MO
+$235K
5
BABA icon
Alibaba
BABA
+$208K

Sector Composition

1 Healthcare 24.01%
2 Consumer Staples 4.06%
3 Technology 3.21%
4 Financials 1.93%
5 Energy 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$525K 0.48%
3,379
-306
27
$511K 0.47%
13,875
28
$500K 0.46%
12,084
-1,976
29
$499K 0.46%
1,695
+1
30
$499K 0.46%
9,809
-1,687
31
$495K 0.46%
9,891
+3,621
32
$474K 0.44%
11,360
-65
33
$472K 0.43%
16,279
+54
34
$469K 0.43%
3,521
35
$438K 0.4%
17,319
+258
36
$435K 0.4%
1,615
+2
37
$422K 0.39%
6,907
38
$336K 0.31%
6,200
39
$330K 0.3%
3,074
+213
40
$324K 0.3%
2,461
41
$323K 0.3%
3,665
42
$321K 0.3%
1,209
43
$293K 0.27%
827
+2
44
$291K 0.27%
28,016
+104
45
$287K 0.26%
3,282
+11
46
$285K 0.26%
6,735
+5
47
$285K 0.26%
15,225
+165
48
$257K 0.24%
4,760
-1,280
49
$246K 0.23%
3,142
-20
50
$242K 0.22%
5,684
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