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
$205M
AUM Growth
+$92.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$38.2M
2
+$6.74M
3
+$5.9M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$5.65M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.31M

Top Sells

1
+$369K
2
+$299K
3
+$211K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$206K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$144K

Sector Composition

1 Industrials 19.1%
2 Healthcare 13.45%
3 Consumer Staples 2.4%
4 Technology 2.38%
5 Financials 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.04M 0.51%
4,884
+108
27
$879K 0.43%
3,879
+160
28
$876K 0.43%
17,725
-6,040
29
$872K 0.43%
9,440
+1,800
30
$863K 0.42%
9,943
+372
31
$829K 0.4%
2,801
+1,184
32
$793K 0.39%
+17,315
33
$792K 0.39%
5,023
+213
34
$764K 0.37%
+6,947
35
$743K 0.36%
2,297
+56
36
$692K 0.34%
5,073
+45
37
$684K 0.33%
+23,664
38
$669K 0.33%
5,895
39
$662K 0.32%
10,117
40
$650K 0.32%
6,932
+4,230
41
$604K 0.29%
+4,410
42
$578K 0.28%
1,773
43
$558K 0.27%
11,879
-205
44
$553K 0.27%
14,871
-2,655
45
$550K 0.27%
13,875
46
$530K 0.26%
6,907
47
$506K 0.25%
+4,690
48
$505K 0.25%
9,127
-383
49
$502K 0.25%
3,030
-487
50
$486K 0.24%
16,472
-997
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