HFA
Hoover Financial Advisors Portfolio holdings
AUM
$562M
This Quarter Return
-20.13%
1 Year Return
+37.9%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$181M
AUM Growth
+$181M
(-12%)
Cap. Flow
+$17M
Cap. Flow
% of AUM
9.4%
Top 10 Holdings %
Top 10 Hldgs %
72.5%
Holding
96
New
6
Increased
37
Reduced
24
Closed
12
Top Buys
| 1 |
Huntington Ingalls Industries
HII
|
$11.1M |
| 2 |
Vanguard Russell 1000 Growth ETF
VONG
|
$3.26M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
$2.55M |
| 4 |
Vanguard Russell 1000 Value ETF
VONV
|
$2.22M |
| 5 |
iShares Russell Mid-Cap ETF
IWR
|
$1.16M |
Top Sells
Sector Composition
| 1 | Industrials | 21.78% |
| 2 | Healthcare | 13.89% |
| 3 | Technology | 2.54% |
| 4 | Consumer Staples | 2.04% |
| 5 | Financials | 0.85% |
