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
$90.7M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$16M
3
+$9.57M
4
SYK icon
Stryker
SYK
+$4.85M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$4.53M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 24.72%
2 Consumer Staples 4.88%
3 Technology 3.06%
4 Financials 2.08%
5 Energy 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.7M 21.72%
+585,900
2
$16M 17.63%
+329,332
3
$9.57M 10.55%
+74,170
4
$4.85M 5.35%
+30,946
5
$4.53M 4.99%
+97,438
6
$4.13M 4.55%
+42,101
7
$2.81M 3.09%
+21,435
8
$2.53M 2.79%
+10,136
9
$1.97M 2.17%
+49,852
10
$1.38M 1.52%
+20,209
11
$1.28M 1.41%
+38,896
12
$1.26M 1.39%
+13,743
13
$1.17M 1.29%
+8,846
14
$1.12M 1.23%
+5,744
15
$979K 1.08%
+9,999
16
$869K 0.96%
+4,254
17
$860K 0.95%
+5,573
18
$697K 0.77%
+9,558
19
$687K 0.76%
+16,601
20
$605K 0.67%
+1,876
21
$565K 0.62%
+5,085
22
$562K 0.62%
+11,774
23
$547K 0.6%
+11,546
24
$536K 0.59%
+5,895
25
$533K 0.59%
+15,578
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