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
$105M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$992K
2
+$924K
3
+$510K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$288K
5
EXC icon
Exelon
EXC
+$211K

Top Sells

1
+$359K
2
+$288K
3
+$284K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$244K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$200K

Sector Composition

1 Healthcare 24.37%
2 Consumer Staples 4.73%
3 Technology 3.4%
4 Financials 1.89%
5 Energy 1.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$244K 0.23%
3,162
+10
52
$242K 0.23%
5,684
+97
53
$235K 0.22%
4,090
-100
54
$228K 0.22%
923
55
$227K 0.22%
7,165
-1,250
56
$211K 0.2%
+5,914
57
$209K 0.2%
+8,400
58
$208K 0.2%
+1,141
59
$207K 0.2%
13,246
-12,828
60
$204K 0.19%
+3,794
61
$173K 0.17%
3,473
-57
62
$139K 0.13%
12,065
63
$97K 0.09%
18,281
64
$63K 0.06%
12,612
-88
65
– –
-2,963
1 2
3