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
176
$95K 0.02%
+1,601
177
$94K 0.02%
+590
178
$94K 0.02%
+6,500
179
$93K 0.02%
2,140
-1,233
180
$91K 0.02%
892
181
$90K 0.02%
+481
182
$90K 0.02%
+367
183
$88K 0.02%
780
-170
184
$88K 0.02%
+548
185
$87K 0.02%
+394
186
$86K 0.02%
+1,720
187
$86K 0.02%
+336
188
$86K 0.02%
+2,946
189
$86K 0.02%
1,033
+133
190
$85K 0.02%
+963
191
$83K 0.02%
+268
192
$81K 0.02%
+500
193
$80K 0.02%
+3,122
194
$80K 0.02%
2,610
195
$80K 0.02%
+3,419
196
$79K 0.02%
+369
197
$79K 0.02%
+2,808
198
$79K 0.02%
489
+1
199
$78K 0.02%
+557
200
$77K 0.02%
878
-760
6 7
8
9 10