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
$205M
AUM Growth
+$92.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$38.2M
2
+$6.74M
3
+$5.9M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$5.65M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.31M

Top Sells

1
+$369K
2
+$299K
3
+$211K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$206K
5
SPY icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$484K 0.24%
3,521
52
$448K 0.22%
12,715
-2,958
53
$446K 0.22%
+23,580
54
$441K 0.22%
+3,972
55
$423K 0.21%
21,087
+5,322
56
$408K 0.2%
+14,925
57
$395K 0.19%
+4,252
58
$389K 0.19%
+19,419
59
$388K 0.19%
5,800
60
$387K 0.19%
+3,228
61
$381K 0.19%
+7,726
62
$379K 0.18%
6,449
63
$364K 0.18%
1,276
+67
64
$354K 0.17%
30,456
+4,920
65
$350K 0.17%
+5,922
66
$346K 0.17%
3,665
67
$320K 0.16%
+3,964
68
$317K 0.15%
2,475
+14
69
$305K 0.15%
4,560
70
$303K 0.15%
6,745
+5
71
$303K 0.15%
806
-24
72
$291K 0.14%
3,475
+468
73
$267K 0.13%
+908
74
$265K 0.13%
7,387
75
$263K 0.13%
3,091
+400
1 2
3
4