HFA

Hoover Financial Advisors Portfolio holdings

AUM $562M
1-Year Est. Return 37.9%
This Fund
S&P 500
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
201
– –
-445
202
– –
-10
203
– –
-227
204
– –
-2,800
205
– –
-2,823
206
– –
-507
207
– –
-170
208
– –
-214
209
– –
-518
210
– –
-121
211
– –
-212
212
– –
-400
213
– –
-600
214
– –
-289
215
– –
-541
216
– –
-150
217
– –
-126
218
– –
-203
219
– –
-157
220
– –
-1,450
221
– –
-600
222
– –
-165
223
– –
-331
224
– –
-920
225
– –
-628
7 8
9
10 11