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

Top Buys

1
+$51.2M
2
+$1.95M
3
+$630K
4
ADP icon
Automatic Data Processing
ADP
+$579K
5
GE icon
GE Aerospace
GE
+$561K

Top Sells

1
+$12.2M
2
+$1.56M
3
+$1.52M
4
SLY
SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML)
SLY
+$1.15M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$984K

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
476
– –
-1,237
477
– –
-20
478
– –
-26
479
– –
-300
480
– –
-550
481
– –
-1,364
482
– –
-715
483
– –
-1,673
484
– –
-45
485
– –
-52
486
– –
-10
487
– –
-100
488
– –
-1,000
489
– –
-1,070
490
– –
-205
491
– –
-7
492
– –
-3
493
– –
-48
494
– –
-3,018
495
– –
-951
496
– –
-30
497
– –
-561
498
– –
-1,700
499
– –
-244
500
– –
-279
18 19
20
21 22