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
$261M
AUM Growth
+$80.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$7.85M
3
+$7.53M
4
SLY
SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML)
SLY
+$4.32M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2M

Top Sells

1
+$721K
2
+$441K
3
+$124K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$112K
5
WST icon
West Pharmaceutical
WST
+$96.6K

Sector Composition

1 Industrials 14.78%
2 Healthcare 11.6%
3 Technology 3.11%
4 Consumer Staples 1.45%
5 Consumer Discretionary 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$276K 0.11%
5,922
77
$275K 0.11%
7,054
+80
78
$258K 0.1%
14,733
-570
79
$253K 0.1%
858
+50
80
$244K 0.09%
10,066
+66
81
$241K 0.09%
4,364
-229
82
$239K 0.09%
1,110
-10
83
$229K 0.09%
1,729
-15
84
$217K 0.08%
3,091
85
$215K 0.08%
8,307
-530
86
$213K 0.08%
+5,980
87
$209K 0.08%
+4,423
88
$202K 0.08%
+3,382
89
$200K 0.08%
+799
90
$199K 0.08%
+3,844
91
$195K 0.07%
+8,400
92
$195K 0.07%
+2,464
93
$191K 0.07%
+2,421
94
$190K 0.07%
+6,956
95
$186K 0.07%
2,237
-1,496
96
$185K 0.07%
+962
97
$182K 0.07%
+1,801
98
$179K 0.07%
+1,516
99
$178K 0.07%
+3,614
100
$175K 0.07%
5,445
2 3
4
5 6