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
$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
476
$4K ﹤0.01%
85
477
$4K ﹤0.01%
+220
478
$4K ﹤0.01%
15
479
$4K ﹤0.01%
+3,000
480
$3K ﹤0.01%
+715
481
$3K ﹤0.01%
+45
482
$3K ﹤0.01%
+5
483
$3K ﹤0.01%
+52
484
$3K ﹤0.01%
+45
485
$3K ﹤0.01%
26
-70
486
$3K ﹤0.01%
+47
487
$3K ﹤0.01%
+210
488
$3K ﹤0.01%
48
+19
489
$3K ﹤0.01%
+117
490
$3K ﹤0.01%
+420
491
$3K ﹤0.01%
+45
492
$3K ﹤0.01%
+500
493
$3K ﹤0.01%
+10
494
$3K ﹤0.01%
+10
495
$3K ﹤0.01%
41
496
$3K ﹤0.01%
+105
497
$3K ﹤0.01%
15
498
$2K ﹤0.01%
+45
499
$2K ﹤0.01%
+115
500
$2K ﹤0.01%
+30
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