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
151
$76K 0.03%
+997
152
$76K 0.03%
+394
153
$76K 0.03%
+1,510
154
$75K 0.03%
+2,581
155
$75K 0.03%
+430
156
$74K 0.03%
+2,808
157
$74K 0.03%
+900
158
$73K 0.03%
+3,122
159
$72K 0.03%
+787
160
$72K 0.03%
+892
161
$70K 0.03%
+400
162
$68K 0.03%
+500
163
$66K 0.03%
+1,994
164
$64K 0.02%
+492
165
$64K 0.02%
+2,144
166
$64K 0.02%
+1,112
167
$63K 0.02%
+369
168
$63K 0.02%
+4,709
169
$62K 0.02%
+804
170
$62K 0.02%
+1,841
171
$61K 0.02%
+3,531
172
$60K 0.02%
+280
173
$60K 0.02%
+400
174
$60K 0.02%
+6,170
175
$59K 0.02%
+4,830
5 6
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