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
76
$262K 0.13%
+5,667
77
$236K 0.12%
+1,729
78
$231K 0.11%
+1,088
79
$230K 0.11%
1,587
+25
80
$227K 0.11%
+3,791
81
$224K 0.11%
+7,044
82
$222K 0.11%
+1,764
83
$213K 0.1%
+2,538
84
$209K 0.1%
3,756
+102
85
$209K 0.1%
+4,190
86
$207K 0.1%
+1,482
87
$203K 0.1%
+8,400
88
$133K 0.06%
12,065
89
$112K 0.05%
18,281
90
$9K ﹤0.01%
53
91
– –
-6,127
92
– –
-5,340
1 2 3
4