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
$401M
AUM Growth
+$97.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1
+$27.2M
2
+$10.6M
3
+$4.39M
4
T icon
AT&T
T
+$3.12M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.61M

Top Sells

1
+$2.44M
2
+$1.43M
3
+$1.14M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.03M
5
GE icon
GE Aerospace
GE
+$1.02M

Sector Composition

1 Industrials 12.25%
2 Healthcare 10.08%
3 Technology 3.4%
4 Communication Services 1.51%
5 Consumer Discretionary 1.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$641K 0.16%
7,400
+40
52
$612K 0.15%
10,117
53
$600K 0.15%
1,724
-1,092
54
$596K 0.15%
6,907
55
$566K 0.14%
5,238
56
$521K 0.13%
14,167
-747
57
$498K 0.12%
3,972
58
$480K 0.12%
18,696
+576
59
$476K 0.12%
3,621
60
$458K 0.11%
3,003
-1,100
61
$429K 0.11%
9,421
-902
62
$396K 0.1%
11,659
-38
63
$392K 0.1%
+4,423
64
$390K 0.1%
12,003
-1,956
65
$384K 0.1%
11,733
+82
66
$376K 0.09%
3,212
+1,691
67
$368K 0.09%
7,426
+77
68
$364K 0.09%
7,116
+109
69
$344K 0.09%
1,414
70
$344K 0.09%
1,111
-85
71
$329K 0.08%
12,845
-702
72
$328K 0.08%
+1,983
73
$317K 0.08%
5,842
+5
74
$315K 0.08%
2,553
-94
75
$312K 0.08%
1,162
+129
1 2
3
4 5