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
101
$174K 0.07%
18,281
102
$169K 0.06%
+815
103
$165K 0.06%
+3,534
104
$164K 0.06%
+1,390
105
$161K 0.06%
+532
106
$161K 0.06%
+3,386
107
$160K 0.06%
+974
108
$158K 0.06%
+2,190
109
$158K 0.06%
+2,862
110
$157K 0.06%
+3,990
111
$150K 0.06%
+506
112
$144K 0.06%
+1,634
113
$143K 0.05%
+1,711
114
$142K 0.05%
+1,314
115
$141K 0.05%
+1,265
116
$135K 0.05%
+10,896
117
$131K 0.05%
+1,390
118
$130K 0.05%
+1,321
119
$129K 0.05%
+2,830
120
$126K 0.05%
+7,222
121
$126K 0.05%
+685
122
$123K 0.05%
+1,376
123
$121K 0.05%
+4,681
124
$119K 0.05%
+491
125
$118K 0.05%
+1,291
3 4
5
6 7