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
201
$77K 0.02%
+6,170
202
$76K 0.02%
2,470
203
$75K 0.02%
1,684
-157
204
$74K 0.02%
+816
205
$74K 0.02%
+295
206
$73K 0.02%
+469
207
$73K 0.02%
2,316
208
$71K 0.02%
738
-66
209
$71K 0.02%
1,149
210
$69K 0.02%
904
211
$68K 0.02%
+658
212
$67K 0.02%
+194
213
$67K 0.02%
+331
214
$66K 0.02%
+1,278
215
$66K 0.02%
+4,709
216
$65K 0.02%
+1,417
217
$65K 0.02%
1,330
-1,365
218
$64K 0.02%
+6,000
219
$64K 0.02%
+2,040
220
$63K 0.02%
+926
221
$63K 0.02%
+290
222
$62K 0.02%
+500
223
$62K 0.02%
+2,068
224
$60K 0.02%
+278
225
$60K 0.02%
+1,088
7 8
9
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