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
$109M
AUM Growth
+$4.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$989K
2
+$736K
3
+$225K
4
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$202K
5
GSK icon
GSK
GSK
+$181K

Top Sells

1
+$401K
2
+$336K
3
+$266K
4
MO icon
Altria Group
MO
+$235K
5
BABA icon
Alibaba
BABA
+$208K

Sector Composition

1 Healthcare 24.01%
2 Consumer Staples 4.06%
3 Technology 3.21%
4 Financials 1.93%
5 Energy 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$225K 0.21%
+1,612
52
$222K 0.2%
7,165
53
$219K 0.2%
13,632
+386
54
$217K 0.2%
8,400
55
$214K 0.2%
6,257
+343
56
$213K 0.2%
4,075
+602
57
$211K 0.19%
2,691
-900
58
$202K 0.19%
+3,107
59
$201K 0.18%
823
-100
60
$142K 0.13%
12,065
61
$112K 0.1%
18,281
62
$54K 0.05%
12,612
63
– –
-3,794
64
– –
-4,090
65
– –
-1,141
66
– –
-5,911
1 2
3