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
126
$166K 0.04%
+1,881
127
$165K 0.04%
+1,711
128
$165K 0.04%
2,701
-685
129
$156K 0.04%
+1,213
130
$153K 0.04%
+535
131
$153K 0.04%
+736
132
$151K 0.04%
+1,818
133
$150K 0.04%
+1,716
134
$148K 0.04%
+4,812
135
$148K 0.04%
+611
136
$148K 0.04%
+1,442
137
$147K 0.04%
+2,225
138
$145K 0.04%
+625
139
$141K 0.04%
+4,950
140
$138K 0.03%
4,446
141
$138K 0.03%
+999
142
$138K 0.03%
+1,300
143
$137K 0.03%
+2,010
144
$136K 0.03%
+10,320
145
$136K 0.03%
+5,256
146
$135K 0.03%
1,331
-838
147
$133K 0.03%
2,304
-17,686
148
$132K 0.03%
+698
149
$132K 0.03%
+71
150
$132K 0.03%
+817
4 5
6
7 8