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
$261M
AUM Growth
+$80.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$7.85M
3
+$7.53M
4
SLY
SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML)
SLY
+$4.32M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2M

Top Sells

1
+$721K
2
+$441K
3
+$124K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$112K
5
WST icon
West Pharmaceutical
WST
+$96.6K

Sector Composition

1 Industrials 14.78%
2 Healthcare 11.6%
3 Technology 3.11%
4 Consumer Staples 1.45%
5 Consumer Discretionary 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$408K 0.16%
9,142
-70
52
$398K 0.15%
17,436
+94
53
$387K 0.15%
9,161
54
$384K 0.15%
3,972
55
$374K 0.14%
12,738
+5,108
56
$353K 0.14%
14,499
-28
57
$352K 0.13%
7,007
58
$345K 0.13%
+13,362
59
$340K 0.13%
6,857
+1,507
60
$334K 0.13%
4,253
-20
61
$329K 0.13%
4,660
62
$328K 0.13%
1,788
63
$316K 0.12%
13,439
+89
64
$308K 0.12%
2,692
-53
65
$308K 0.12%
1,196
66
$307K 0.12%
2,661
67
$302K 0.12%
12,715
68
$300K 0.11%
18,376
-292
69
$296K 0.11%
+4,329
70
$294K 0.11%
8,144
+10
71
$293K 0.11%
+10,420
72
$292K 0.11%
3,665
73
$288K 0.11%
5,649
74
$286K 0.11%
21,707
75
$280K 0.11%
2,815
-389
1 2
3
4 5