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
101
$221K 0.06%
3,732
-227
102
$218K 0.05%
+7,735
103
$209K 0.05%
965
104
$207K 0.05%
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105
$204K 0.05%
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-637
106
$203K 0.05%
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107
$202K 0.05%
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108
$200K 0.05%
+431
109
$196K 0.05%
+3,986
110
$194K 0.05%
+559
111
$193K 0.05%
830
+1
112
$192K 0.05%
+4,263
113
$190K 0.05%
+4,074
114
$189K 0.05%
+4,357
115
$189K 0.05%
+1,334
116
$188K 0.05%
658
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117
$184K 0.05%
+1,670
118
$184K 0.05%
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119
$181K 0.05%
18,281
120
$181K 0.05%
848
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121
$177K 0.04%
1,675
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122
$176K 0.04%
1,331
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123
$176K 0.04%
4,620
-3,862
124
$175K 0.04%
+1,571
125
$167K 0.04%
10,878
-54
3 4
5
6 7