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
$181M
AUM Growth
-$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$3.26M
3
+$2.55M
4
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$2.22M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.16M

Top Sells

1
+$1.02M
2
+$684K
3
+$650K
4
CPB icon
Campbell Soup
CPB
+$571K
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$536K

Sector Composition

1 Industrials 21.78%
2 Healthcare 13.89%
3 Technology 2.54%
4 Consumer Staples 2.04%
5 Financials 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$213K 0.12%
809
+3
77
$209K 0.12%
1,744
+15
78
$201K 0.11%
808
-100
79
$195K 0.11%
+10,000
80
$138K 0.08%
3,519
-237
81
$133K 0.07%
5,445
-222
82
$125K 0.07%
18,281
83
$84K 0.05%
12,065
84
$2K ﹤0.01%
53
85
– –
-1,587
86
– –
-23,664
87
– –
-7,044
88
– –
-3,475
89
– –
-3,791
90
– –
-1,482
91
– –
-4,190
92
– –
-1,764
93
– –
-6,932
94
– –
-2,538
95
– –
-4,690
96
– –
-8,400
1 2 3
4