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
$112M
AUM Growth
+$3.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.33M
3
+$313K
4
GLD icon
SPDR Gold Trust
GLD
+$222K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$206K

Top Sells

1
+$342K
2
+$330K
3
+$241K
4
CSX icon
CSX Corp
CSX
+$217K
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$202K

Sector Composition

1 Healthcare 22.98%
2 Consumer Staples 4.16%
3 Technology 3.13%
4 Financials 1.74%
5 Communication Services 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.3M 24.32%
666,208
+42,804
2
$21.6M 19.17%
383,340
+23,734
3
$10.3M 9.2%
79,982
+1,124
4
$6.25M 5.56%
28,909
-600
5
$6.1M 5.43%
109,066
+5,590
6
$5.79M 5.15%
40,858
-780
7
$3.14M 2.79%
19,680
-55
8
$3.08M 2.74%
10,382
-247
9
$2.4M 2.13%
42,840
-6,112
10
$1.79M 1.59%
14,366
+35
11
$1.56M 1.39%
22,099
+2,144
12
$1.15M 1.03%
9,653
-222
13
$1.14M 1.01%
7,388
-912
14
$1.11M 0.99%
23,765
-5,131
15
$1.09M 0.97%
5,644
-100
16
$902K 0.8%
4,776
-750
17
$774K 0.69%
3,719
-570
18
$769K 0.68%
9,571
+4
19
$675K 0.6%
1,773
20
$669K 0.6%
2,241
+546
21
$669K 0.6%
4,810
+58
22
$663K 0.59%
7,640
23
$645K 0.57%
5,028
-79
24
$640K 0.57%
5,895
25
$599K 0.53%
10,117
1
2 3