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
$105M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$992K
2
+$924K
3
+$510K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$288K
5
EXC icon
Exelon
EXC
+$211K

Top Sells

1
+$359K
2
+$288K
3
+$284K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$244K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$200K

Sector Composition

1 Healthcare 24.37%
2 Consumer Staples 4.73%
3 Technology 3.4%
4 Financials 1.89%
5 Energy 1.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.3M 22.24%
599,012
+13,112
2
$18.7M 17.88%
346,424
+17,092
3
$11.4M 10.85%
81,267
+7,097
4
$5.83M 5.57%
29,509
-1,437
5
$5.54M 5.3%
102,784
+5,346
6
$4.65M 4.44%
42,208
+107
7
$3M 2.86%
19,820
-1,615
8
$2.87M 2.74%
10,160
+24
9
$2.36M 2.26%
49,752
-100
10
$1.61M 1.54%
19,944
-265
11
$1.49M 1.42%
14,305
+562
12
$1.48M 1.42%
38,896
13
$1.26M 1.21%
8,278
-568
14
$1.16M 1.1%
10,530
+531
15
$1.09M 1.04%
5,744
16
$991K 0.95%
5,518
-55
17
$862K 0.82%
4,289
+35
18
$759K 0.72%
9,563
+5
19
$716K 0.68%
1,876
20
$669K 0.64%
16,601
21
$662K 0.63%
7,440
+540
22
$629K 0.6%
5,096
+11
23
$564K 0.54%
3,685
-20
24
$564K 0.54%
4,784
+175
25
$539K 0.51%
11,496
-50
1
2 3