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
$112M
AUM Growth
+$3.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.33M
3
+$313K
4
GLD icon
SPDR Gold Trust
GLD
+$222K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$206K

Top Sells

1
+$342K
2
+$330K
3
+$241K
4
CSX icon
CSX Corp
CSX
+$217K
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$202K

Sector Composition

1 Healthcare 22.98%
2 Consumer Staples 4.16%
3 Technology 3.13%
4 Financials 1.74%
5 Communication Services 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$597K 0.53%
17,526
+190
27
$567K 0.5%
13,803
+2,443
28
$549K 0.49%
13,875
29
$542K 0.48%
12,084
30
$532K 0.47%
3,517
+138
31
$518K 0.46%
9,510
-299
32
$500K 0.44%
3,521
33
$499K 0.44%
17,469
+150
34
$475K 0.42%
6,907
35
$457K 0.41%
15,673
-606
36
$441K 0.39%
1,617
+2
37
$354K 0.31%
5,800
-400
38
$344K 0.31%
6,449
-3,442
39
$343K 0.31%
3,665
40
$342K 0.3%
2,461
41
$326K 0.29%
8,096
+2,412
42
$325K 0.29%
1,209
43
$304K 0.27%
6,740
+5
44
$298K 0.27%
15,765
+540
45
$292K 0.26%
830
+3
46
$278K 0.25%
4,560
-200
47
$268K 0.24%
25,536
-2,480
48
$240K 0.21%
2,702
-580
49
$238K 0.21%
14,938
+1,306
50
$234K 0.21%
3,007
-135
1
2
3