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%
+45
477
$1K ﹤0.01%
+1,000
478
$1K ﹤0.01%
+30
479
$1K ﹤0.01%
+81
480
$1K ﹤0.01%
+100
481
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+32
482
$1K ﹤0.01%
+715
483
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+12
484
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+28
485
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+12
486
$1K ﹤0.01%
+100
487
$1K ﹤0.01%
+21
488
$1K ﹤0.01%
+75
489
$1K ﹤0.01%
+26
490
$1K ﹤0.01%
+113
491
$1K ﹤0.01%
+15
492
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493
$0 ﹤0.01%
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495
$0 ﹤0.01%
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496
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497
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498
$0 ﹤0.01%
+2
499
– –
0
500
$0 ﹤0.01%
+5
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