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
126
$75K 0.02%
2,295
-3,150
127
$73K 0.02%
892
128
$67K 0.02%
804
129
$67K 0.02%
1,841
130
$66K 0.02%
488
+153
131
$65K 0.02%
3,537
+6
132
$62K 0.02%
4,830
133
$62K 0.02%
2,610
134
$61K 0.02%
1,250
135
$58K 0.02%
2,316
136
$55K 0.02%
242
+18
137
$54K 0.02%
904
-148
138
$50K 0.02%
1,806
+18
139
$46K 0.02%
500
140
$46K 0.02%
1,149
141
$46K 0.02%
572
+1
142
$39K 0.01%
1,213
143
$38K 0.01%
910
144
$36K 0.01%
2,838
145
$35K 0.01%
+644
146
$32K 0.01%
291
147
$28K 0.01%
504
148
$28K 0.01%
+273
149
$26K 0.01%
958
-3,546
150
$24K 0.01%
409
+389
4 5
6
7 8