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
176
$59K 0.02%
+1,052
177
$58K 0.02%
+1,250
178
$58K 0.02%
+2,316
179
$58K 0.02%
+1,149
180
$58K 0.02%
+920
181
$57K 0.02%
+500
182
$57K 0.02%
+2,068
183
$55K 0.02%
+200
184
$54K 0.02%
+100
185
$54K 0.02%
+891
186
$53K 0.02%
+416
187
$53K 0.02%
+563
188
$52K 0.02%
+2,610
189
$51K 0.02%
+1,500
190
$51K 0.02%
+1,125
191
$50K 0.02%
+1,788
192
$50K 0.02%
+335
193
$49K 0.02%
+1,138
194
$48K 0.02%
+205
195
$46K 0.02%
+505
196
$46K 0.02%
+500
197
$46K 0.02%
+403
198
$46K 0.02%
+335
199
$46K 0.02%
+149
200
$45K 0.02%
+7,409
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