HFA

Hoover Financial Advisors Portfolio holdings

AUM $562M
1-Year Est. Return 37.9%
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
501
$2K ﹤0.01%
+1,000
502
$2K ﹤0.01%
+100
503
$2K ﹤0.01%
+115
504
$2K ﹤0.01%
+30
505
$2K ﹤0.01%
+30
506
$2K ﹤0.01%
+81
507
$2K ﹤0.01%
+100
508
$2K ﹤0.01%
+93
509
$2K ﹤0.01%
+20
510
$2K ﹤0.01%
+100
511
$2K ﹤0.01%
26
512
$2K ﹤0.01%
+800
513
$2K ﹤0.01%
+14
514
$1K ﹤0.01%
+109
515
$1K ﹤0.01%
+200
516
$1K ﹤0.01%
+21
517
$1K ﹤0.01%
+25
518
$1K ﹤0.01%
+12
519
$1K ﹤0.01%
+60
520
$1K ﹤0.01%
10
521
$1K ﹤0.01%
+19
522
$1K ﹤0.01%
+40
523
– –
-481
524
– –
-32
525
– –
-21,707
18 19 20
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