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
$401M
AUM Growth
+$97.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1
+$27.2M
2
+$10.6M
3
+$4.39M
4
T icon
AT&T
T
+$3.12M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.61M

Top Sells

1
+$2.44M
2
+$1.43M
3
+$1.14M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.03M
5
GE icon
GE Aerospace
GE
+$1.02M

Sector Composition

1 Industrials 12.25%
2 Healthcare 10.08%
3 Technology 3.4%
4 Communication Services 1.51%
5 Consumer Discretionary 1.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.88M 0.47%
38,362
-20,966
27
$1.77M 0.44%
8,303
+760
28
$1.7M 0.43%
12,546
-10,560
29
$1.66M 0.41%
11,749
-44
30
$1.4M 0.35%
5,804
+57
31
$1.33M 0.33%
7,658
-4,581
32
$1.3M 0.33%
3,719
+2,861
33
$1.16M 0.29%
5,429
-527
34
$1.07M 0.27%
13,699
+775
35
$1.03M 0.26%
20,431
+357
36
$1M 0.25%
63,080
-1,176
37
$1M 0.25%
53,568
-2,318
38
$1M 0.25%
2,242
-104
39
$956K 0.24%
4,066
-378
40
$950K 0.24%
+7,359
41
$864K 0.22%
3,066
-399
42
$840K 0.21%
13,278
43
$812K 0.2%
10,907
44
$790K 0.2%
16,116
+657
45
$784K 0.2%
2,064
+278
46
$783K 0.2%
27,110
-722
47
$751K 0.19%
4,638
+109
48
$738K 0.18%
8,480
+3,820
49
$714K 0.18%
6,066
+171
50
$675K 0.17%
4,752
+15
1
2
3 4 5