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
$303M
AUM Growth
+$42.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1
+$52.4M
2
+$2.05M
3
+$637K
4
ADP icon
Automatic Data Processing
ADP
+$576K
5
GE icon
GE Aerospace
GE
+$527K

Top Sells

1
+$12.1M
2
+$1.55M
3
+$1.51M
4
SLY
SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML)
SLY
+$1.13M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$992K

Sector Composition

1 Healthcare 10.99%
2 Industrials 10.31%
3 Technology 3.11%
4 Consumer Staples 1.63%
5 Consumer Discretionary 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.14M 0.71%
13,600
+2,260
27
$1.59M 0.52%
7,543
+1,492
28
$1.52M 0.5%
11,793
+388
29
$1.46M 0.48%
5,747
+75
30
$1.02M 0.34%
12,924
+2,943
31
$946K 0.31%
4,444
+600
32
$925K 0.3%
64,256
+848
33
$892K 0.29%
5,956
-1,119
34
$877K 0.29%
55,886
+1,340
35
$866K 0.29%
2,816
-106
36
$817K 0.27%
27,832
+15,094
37
$795K 0.26%
2,346
-269
38
$743K 0.24%
10,907
39
$733K 0.24%
13,278
-411
40
$721K 0.24%
15,459
+684
41
$689K 0.23%
20,074
-1,438
42
$632K 0.21%
4,529
+4,129
43
$613K 0.2%
5,895
44
$610K 0.2%
19,990
+17,255
45
$600K 0.2%
1,786
-31
46
$572K 0.19%
6,907
47
$566K 0.19%
5,238
48
$560K 0.18%
4,737
-381
49
$539K 0.18%
7,360
+940
50
$535K 0.18%
3,621
+100
1
2
3 4 5