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
$109M
AUM Growth
+$4.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$989K
2
+$736K
3
+$225K
4
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$202K
5
GSK icon
GSK
GSK
+$181K

Top Sells

1
+$401K
2
+$336K
3
+$266K
4
MO icon
Altria Group
MO
+$235K
5
BABA icon
Alibaba
BABA
+$208K

Sector Composition

1 Healthcare 24.01%
2 Consumer Staples 4.06%
3 Technology 3.21%
4 Financials 1.93%
5 Energy 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$25.3M 23.24%
623,404
+24,392
2
$20.1M 18.44%
359,606
+13,182
3
$11M 10.09%
78,858
-2,409
4
$6.07M 5.58%
29,509
5
$5.78M 5.31%
103,476
+692
6
$5.21M 4.79%
41,638
-570
7
$3.11M 2.86%
10,629
+469
8
$3.1M 2.85%
19,735
-85
9
$2.42M 2.23%
48,952
-800
10
$1.57M 1.44%
14,331
+26
11
$1.53M 1.41%
19,955
+11
12
$1.3M 1.19%
8,300
+22
13
$1.16M 1.06%
28,896
-10,000
14
$1.14M 1.05%
9,875
-655
15
$1.06M 0.97%
5,744
16
$1.03M 0.95%
5,526
+8
17
$914K 0.84%
4,289
18
$765K 0.7%
9,567
+4
19
$723K 0.66%
7,640
+200
20
$713K 0.66%
17,336
+735
21
$650K 0.6%
5,107
+11
22
$645K 0.59%
1,773
-103
23
$637K 0.59%
4,752
-32
24
$574K 0.53%
5,895
25
$568K 0.52%
10,117
1
2 3