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
$401M
AUM Growth
+$97.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1
+$27.2M
2
+$10.6M
3
+$4.39M
4
T icon
AT&T
T
+$3.12M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.61M

Top Sells

1
+$2.44M
2
+$1.43M
3
+$1.14M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.03M
5
GE icon
GE Aerospace
GE
+$1.02M

Sector Composition

1 Industrials 12.25%
2 Healthcare 10.08%
3 Technology 3.4%
4 Communication Services 1.51%
5 Consumer Discretionary 1.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$301K 0.08%
2,605
-147
77
$300K 0.07%
10,798
+188
78
$296K 0.07%
17,405
-674
79
$293K 0.07%
1,397
-415
80
$289K 0.07%
3,665
81
$285K 0.07%
2,008
+194
82
$284K 0.07%
11,856
-1,938
83
$280K 0.07%
3,439
+441
84
$280K 0.07%
2,867
85
$272K 0.07%
11,236
-4,036
86
$269K 0.07%
5,649
87
$269K 0.07%
4,364
88
$267K 0.07%
4,614
89
$265K 0.07%
+1,801
90
$262K 0.07%
8,400
91
$255K 0.06%
816
92
$251K 0.06%
3,091
93
$251K 0.06%
2,029
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94
$247K 0.06%
+1,751
95
$245K 0.06%
1,395
+4
96
$236K 0.06%
+26,235
97
$233K 0.06%
+1,344
98
$233K 0.06%
713
+15
99
$233K 0.06%
4,085
+40
100
$231K 0.06%
+8,821
2 3
4
5 6