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
151
$23K 0.01%
500
152
$22K 0.01%
219
153
$20K 0.01%
254
154
$19K 0.01%
925
155
$19K 0.01%
435
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$17K 0.01%
1,000
157
$15K ﹤0.01%
129
158
$14K ﹤0.01%
464
+1
159
$14K ﹤0.01%
481
160
$14K ﹤0.01%
168
161
$14K ﹤0.01%
406
+1
162
$13K ﹤0.01%
125
163
$13K ﹤0.01%
342
164
$13K ﹤0.01%
150
+9
165
$12K ﹤0.01%
388
166
$11K ﹤0.01%
648
167
$10K ﹤0.01%
33
+23
168
$9K ﹤0.01%
119
169
$9K ﹤0.01%
57
170
$8K ﹤0.01%
96
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171
$7K ﹤0.01%
178
-7
172
$7K ﹤0.01%
66
173
$5K ﹤0.01%
+49
174
$4K ﹤0.01%
15
+5
175
$3K ﹤0.01%
15
5 6
7
8 9