HFA
Hoover Financial Advisors Portfolio holdings
AUM
$562M
This Quarter Return
+1.8%
1 Year Return
+37.9%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$112M
AUM Growth
+$112M
(+3.3%)
Cap. Flow
+$1.85M
Cap. Flow
% of AUM
1.65%
Top 10 Holdings %
Top 10 Hldgs %
78.1%
Holding
65
New
3
Increased
20
Reduced
23
Closed
5
Top Buys
| 1 |
Vanguard Russell 1000 Growth ETF
VONG
|
$1.76M |
| 2 |
Vanguard Russell 1000 Value ETF
VONV
|
$1.33M |
| 3 |
iShares Russell Mid-Cap ETF
IWR
|
$313K |
| 4 |
SPDR Gold Trust
GLD
|
$222K |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$206K |
Top Sells
| 1 |
Apple
AAPL
|
$342K |
| 2 |
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
|
$330K |
| 3 |
Campbell Soup
CPB
|
$241K |
| 4 |
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% |
