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
$261M
AUM Growth
+$80.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$7.85M
3
+$7.53M
4
SLY
SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML)
SLY
+$4.32M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2M

Top Sells

1
+$721K
2
+$441K
3
+$124K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$112K
5
WST icon
West Pharmaceutical
WST
+$96.6K

Sector Composition

1 Industrials 14.78%
2 Healthcare 11.6%
3 Technology 3.11%
4 Consumer Staples 1.45%
5 Consumer Discretionary 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.34M 0.51%
5,672
27
$1.34M 0.51%
11,405
-956
28
$1.23M 0.47%
6,051
+539
29
$1.01M 0.39%
7,075
+33
30
$1M 0.38%
8,386
-6,025
31
$962K 0.37%
21,512
-480
32
$849K 0.33%
2,615
+1,806
33
$828K 0.32%
2,922
+70
34
$811K 0.31%
54,546
-2,178
35
$805K 0.31%
63,408
+23,016
36
$736K 0.28%
9,981
+38
37
$721K 0.28%
10,907
38
$712K 0.27%
13,689
+3
39
$686K 0.26%
3,844
-70
40
$590K 0.23%
14,775
41
$576K 0.22%
5,118
+45
42
$565K 0.22%
+5,238
43
$563K 0.22%
1,817
-13
44
$556K 0.21%
10,117
45
$541K 0.21%
5,895
-20
46
$518K 0.2%
6,907
47
$498K 0.19%
3,521
48
$458K 0.18%
14,777
+117
49
$455K 0.17%
6,420
+380
50
$449K 0.17%
4,197
-221
1
2
3 4 5