HFA
Hoover Financial Advisors Portfolio holdings
AUM
$562M
This Quarter Return
+5.9%
1 Year Return
+37.9%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$562M
AUM Growth
+$562M
(+5.4%)
Cap. Flow
+$14.8M
Cap. Flow
% of AUM
2.64%
Top 10 Holdings %
Top 10 Hldgs %
58.85%
Holding
715
New
87
Increased
147
Reduced
86
Closed
36
Top Buys
Top Sells
| 1 |
AT&T
T
|
$3.8M |
| 2 |
Vanguard Russell 1000 Growth ETF
VONG
|
$1.6M |
| 3 |
Invesco QQQ Trust
QQQ
|
$1.45M |
| 4 |
Overlay Shares Core Bond ETF
OVB
|
$502K |
| 5 |
Carpenter Technology
CRS
|
$437K |
Sector Composition
| 1 | Industrials | 10.68% |
| 2 | Healthcare | 8.08% |
| 3 | Communication Services | 5.26% |
| 4 | Consumer Staples | 3% |
| 5 | Technology | 3% |
