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
101
$174K 0.06%
965
+742
102
$171K 0.06%
1,545
+1,501
103
$171K 0.06%
3,386
104
$169K 0.06%
829
-133
105
$167K 0.06%
18,281
106
$161K 0.05%
1,936
-301
107
$152K 0.05%
2,169
-2,160
108
$149K 0.05%
1,323
+9
109
$147K 0.05%
10,932
+36
110
$145K 0.05%
1,638
+4
111
$133K 0.04%
752
-222
112
$126K 0.04%
584
+544
113
$124K 0.04%
2,105
114
$123K 0.04%
+2,016
115
$119K 0.04%
3,373
-4,771
116
$109K 0.04%
4,446
117
$107K 0.04%
950
+84
118
$106K 0.03%
1,342
-2,911
119
$100K 0.03%
2,695
-3,285
120
$91K 0.03%
+1,018
121
$87K 0.03%
2,581
122
$77K 0.03%
1,270
+158
123
$76K 0.03%
2,470
+326
124
$75K 0.02%
12,065
125
$75K 0.02%
900
3 4
5
6 7