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
$303M
AUM Growth
+$42.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1
+$52.4M
2
+$2.05M
3
+$637K
4
ADP icon
Automatic Data Processing
ADP
+$576K
5
GE icon
GE Aerospace
GE
+$527K

Top Sells

1
+$12.1M
2
+$1.55M
3
+$1.51M
4
SLY
SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML)
SLY
+$1.13M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$992K

Sector Composition

1 Healthcare 10.99%
2 Industrials 10.31%
3 Technology 3.11%
4 Consumer Staples 1.63%
5 Consumer Discretionary 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$267K 0.09%
858
77
$266K 0.09%
5,649
78
$266K 0.09%
18,079
+9,279
79
$264K 0.09%
2,528
-287
80
$261K 0.09%
4,364
81
$261K 0.09%
15,272
-3,104
82
$257K 0.08%
13,547
+6,325
83
$255K 0.08%
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84
$253K 0.08%
4,614
+1,000
85
$251K 0.08%
1,814
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86
$250K 0.08%
2,935
87
$241K 0.08%
4,045
+1,183
88
$236K 0.08%
698
+192
89
$232K 0.08%
3,091
90
$225K 0.07%
+2,867
91
$222K 0.07%
3,848
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92
$217K 0.07%
8,400
93
$213K 0.07%
2,468
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94
$205K 0.07%
3,959
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95
$204K 0.07%
+2,998
96
$186K 0.06%
6,112
-844
97
$184K 0.06%
10,157
+91
98
$181K 0.06%
816
+1
99
$180K 0.06%
1,521
+5
100
$180K 0.06%
1,391
+1
2 3
4
5 6