HFA

Hoover Financial Advisors Portfolio holdings

AUM $562M
1-Year Est. Return 37.9%
This Fund
S&P 500
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
+$13.4M
2
+$7.68M
3
+$7.36M
4
SLY
SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML)
SLY
+$4M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.87M

Top Sells

1
+$703K
2
+$457K
3
+$124K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$109K
5
WST icon
West Pharmaceutical
WST
+$83.5K

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
476
$1K ﹤0.01%
+26
477
$1K ﹤0.01%
+113
478
$1K ﹤0.01%
+15
479
$1K ﹤0.01%
+14
480
$1K ﹤0.01%
+20
481
$1K ﹤0.01%
+350
482
$1K ﹤0.01%
+25
483
$1K ﹤0.01%
+10
484
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+14
485
$1K ﹤0.01%
+10
486
$1K ﹤0.01%
+150
487
$1K ﹤0.01%
+27
488
$1K ﹤0.01%
+200
489
$1K ﹤0.01%
+19
490
$1K ﹤0.01%
+40
491
$1K ﹤0.01%
+200
492
$1K ﹤0.01%
+107
493
$0 ﹤0.01%
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494
$0 ﹤0.01%
+26
495
$0 ﹤0.01%
+7
496
$0 ﹤0.01%
+2
497
– –
0
498
$0 ﹤0.01%
+5
499
$0 ﹤0.01%
+1
500
$0 ﹤0.01%
+200
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