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
151
$127K 0.03%
+7,107
152
$127K 0.03%
+3,421
153
$123K 0.03%
+4,055
154
$123K 0.03%
+3,835
155
$118K 0.03%
+448
156
$117K 0.03%
1,411
-525
157
$116K 0.03%
12,065
158
$114K 0.03%
+456
159
$113K 0.03%
1,097
+79
160
$113K 0.03%
998
-547
161
$113K 0.03%
+3,889
162
$110K 0.03%
+1,148
163
$108K 0.03%
2,582
+1
164
$108K 0.03%
+1,630
165
$107K 0.03%
+626
166
$106K 0.03%
+170
167
$105K 0.03%
+400
168
$105K 0.03%
+302
169
$104K 0.03%
1,249
-93
170
$104K 0.03%
+2,500
171
$103K 0.03%
+1,080
172
$99K 0.02%
+595
173
$98K 0.02%
+479
174
$97K 0.02%
1,122
-148
175
$95K 0.02%
+128
5 6
7
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