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
$90.7M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$16M
3
+$9.57M
4
SYK icon
Stryker
SYK
+$4.85M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$4.53M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 24.72%
2 Consumer Staples 4.88%
3 Technology 3.06%
4 Financials 2.08%
5 Energy 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$238K 0.26%
+8,415
52
$238K 0.26%
+14,463
53
$234K 0.26%
+27,104
54
$230K 0.25%
+923
55
$219K 0.24%
+3,152
56
$213K 0.23%
+5,587
57
$207K 0.23%
+4,190
58
$146K 0.16%
+12,065
59
$128K 0.14%
+3,530
60
$72K 0.08%
+18,281
61
$44K 0.05%
+12,700
1 2
3