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
201
$45K 0.02%
+123
202
$45K 0.02%
+224
203
$44K 0.02%
+1,012
204
$44K 0.02%
+662
205
$43K 0.02%
+571
206
$40K 0.02%
+457
207
$40K 0.02%
+209
208
$40K 0.02%
+1,711
209
$40K 0.02%
+706
210
$39K 0.01%
+1,276
211
$39K 0.01%
+221
212
$38K 0.01%
+440
213
$38K 0.01%
+1,364
214
$38K 0.01%
+910
215
$37K 0.01%
+223
216
$37K 0.01%
+1,450
217
$36K 0.01%
+600
218
$36K 0.01%
+1,213
219
$35K 0.01%
+600
220
$34K 0.01%
+2,838
221
$34K 0.01%
+1,334
222
$34K 0.01%
+500
223
$33K 0.01%
+375
224
$33K 0.01%
+1,673
225
$33K 0.01%
+233
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