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
126
$117K 0.04%
+3,018
127
$117K 0.04%
+4,504
128
$116K 0.04%
+4,950
129
$113K 0.04%
+2,105
130
$113K 0.04%
+8,800
131
$110K 0.04%
+1,456
132
$106K 0.04%
+4,446
133
$105K 0.04%
+462
134
$104K 0.04%
+1,212
135
$104K 0.04%
+2,935
136
$100K 0.04%
+1,700
137
$100K 0.04%
+518
138
$97K 0.04%
+866
139
$95K 0.04%
+448
140
$93K 0.04%
2,735
-784
141
$90K 0.03%
+2,823
142
$86K 0.03%
+817
143
$85K 0.03%
+400
144
$85K 0.03%
+690
145
$84K 0.03%
+6,500
146
$83K 0.03%
+847
147
$83K 0.03%
+1,594
148
$82K 0.03%
+2,500
149
$81K 0.03%
+5,254
150
$79K 0.03%
12,065
4 5
6
7 8