HFA
Hoover Financial Advisors Portfolio holdings
AUM
$562M
This Quarter Return
+9.72%
1 Year Return
+37.9%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$205M
AUM Growth
+$205M
(+82%)
Cap. Flow
+$83.4M
Cap. Flow
% of AUM
40.71%
Top 10 Holdings %
Top 10 Hldgs %
69.61%
Holding
92
New
32
Increased
31
Reduced
12
Closed
2
Top Buys
| 1 |
Huntington Ingalls Industries
HII
|
$38.2M |
| 2 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$6.74M |
| 3 |
Schwab US Broad Market ETF
SCHB
|
$5.9M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$5.65M |
| 5 |
iShares Russell Mid-Cap ETF
IWR
|
$2.31M |
Top Sells
| 1 |
Johnson & Johnson
JNJ
|
$369K |
| 2 |
Campbell Soup
CPB
|
$299K |
| 3 |
Exelon
EXC
|
$211K |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$206K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$144K |
Sector Composition
| 1 | Industrials | 19.1% |
| 2 | Healthcare | 13.45% |
| 3 | Consumer Staples | 2.4% |
| 4 | Technology | 2.38% |
| 5 | Financials | 1.14% |
