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
+$23.5M
2
+$9.81M
3
+$4.1M
4
T icon
AT&T
T
+$3.04M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.48M

Top Sells

1
+$2.21M
2
+$1.48M
3
+$1.12M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$922K
5
GLD icon
SPDR Gold Trust
GLD
+$807K

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
501
$2K ﹤0.01%
+100
502
$2K ﹤0.01%
+30
503
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+81
504
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+100
505
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506
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507
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+100
508
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26
509
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+800
510
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511
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+350
512
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+25
513
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+45
514
$1K ﹤0.01%
+109
515
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+25
516
$1K ﹤0.01%
+12
517
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518
$1K ﹤0.01%
+60
519
$1K ﹤0.01%
10
520
$1K ﹤0.01%
+200
521
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+19
522
$1K ﹤0.01%
+40
523
– –
-648
524
– –
-150
525
– –
-5
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