HFA
Hoover Financial Advisors Portfolio holdings
AUM
$562M
1-Year Return
37.9%
This Quarter Return
+16.56%
1 Year Return
+37.9%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$261M
AUM Growth
+$80.2M
(+44%)
Cap. Flow
+$53.7M
Cap. Flow
% of AUM
20.57%
Top 10 Holdings %
Top 10 Hldgs %
64.52%
Holding
517
New
432
Increased
34
Reduced
27
Closed
–
Top Buys
Top Sells
| 1 |
Procter & Gamble
PG
|
$721K |
| 2 |
Johnson & Johnson
JNJ
|
$441K |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
$124K |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
$112K |
| 5 |
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% |
