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
$112M
AUM Growth
+$3.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.33M
3
+$313K
4
GLD icon
SPDR Gold Trust
GLD
+$222K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$206K

Top Sells

1
+$342K
2
+$330K
3
+$241K
4
CSX icon
CSX Corp
CSX
+$217K
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$202K

Sector Composition

1 Healthcare 22.98%
2 Consumer Staples 4.16%
3 Technology 3.13%
4 Financials 1.74%
5 Communication Services 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$233K 0.21%
7,387
+222
52
$222K 0.2%
+1,601
53
$211K 0.19%
6,127
-130
54
$206K 0.18%
+5,340
55
$204K 0.18%
1,562
-50
56
$204K 0.18%
2,691
57
$163K 0.15%
3,654
-421
58
$131K 0.12%
12,065
59
$106K 0.09%
18,281
60
$15K 0.01%
+53
61
– –
-12,612
62
– –
-823
63
– –
-3,107
64
– –
-3,074
65
– –
-8,400
1 2
3