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
$181M
AUM Growth
-$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$3.26M
3
+$2.55M
4
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$2.22M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.16M

Top Sells

1
+$1.02M
2
+$684K
3
+$650K
4
CPB icon
Campbell Soup
CPB
+$571K
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$536K

Sector Composition

1 Industrials 21.78%
2 Healthcare 13.89%
3 Technology 2.54%
4 Consumer Staples 2.04%
5 Financials 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$835K 0.46%
21,992
-194
27
$806K 0.45%
7,042
+4,012
28
$733K 0.41%
56,724
-10,886
29
$730K 0.4%
9,943
30
$716K 0.4%
3,914
+35
31
$677K 0.37%
10,907
-16,368
32
$675K 0.37%
2,852
+51
33
$642K 0.36%
13,686
-11,428
34
$560K 0.31%
14,775
+900
35
$533K 0.29%
5,915
+20
36
$503K 0.28%
5,073
37
$473K 0.26%
1,830
-467
38
$469K 0.26%
10,117
39
$454K 0.25%
14,660
-211
40
$450K 0.25%
3,521
41
$411K 0.23%
6,907
42
$408K 0.23%
9,212
+85
43
$405K 0.22%
27,426
+6,339
44
$402K 0.22%
40,392
+9,936
45
$392K 0.22%
4,418
+8
46
$382K 0.21%
17,342
+870
47
$373K 0.21%
9,161
-2,718
48
$351K 0.19%
6,040
+240
49
$341K 0.19%
7,007
-719
50
$311K 0.17%
3,972
1
2
3 4