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
$303M
AUM Growth
+$42.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1
+$52.4M
2
+$2.05M
3
+$637K
4
ADP icon
Automatic Data Processing
ADP
+$576K
5
GE icon
GE Aerospace
GE
+$527K

Top Sells

1
+$12.1M
2
+$1.55M
3
+$1.51M
4
SLY
SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML)
SLY
+$1.13M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$992K

Sector Composition

1 Healthcare 10.99%
2 Industrials 10.31%
3 Technology 3.11%
4 Consumer Staples 1.63%
5 Consumer Discretionary 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$519K 0.17%
14,914
+137
52
$513K 0.17%
10,117
53
$496K 0.16%
3,465
+1,275
54
$467K 0.15%
18,120
+4,758
55
$454K 0.15%
4,103
-94
56
$418K 0.14%
3,972
57
$416K 0.14%
1,414
+304
58
$416K 0.14%
10,323
+1,162
59
$374K 0.12%
13,959
-540
60
$357K 0.12%
7,007
61
$342K 0.11%
4,660
62
$340K 0.11%
7,349
+295
63
$332K 0.11%
1,196
64
$316K 0.1%
2,752
+60
65
$309K 0.1%
+8,482
66
$308K 0.1%
2,647
-14
67
$308K 0.1%
14,312
-3,124
68
$300K 0.1%
3,665
69
$299K 0.1%
1,812
+24
70
$297K 0.1%
10,610
+190
71
$287K 0.09%
1,033
+234
72
$286K 0.09%
21,707
73
$284K 0.09%
11,651
-1,788
74
$284K 0.09%
5,837
-85
75
$282K 0.09%
11,697
-1,018
1 2
3
4 5