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
$205M
AUM Growth
+$92.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$38.2M
2
+$6.74M
3
+$5.9M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$5.65M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.31M

Top Sells

1
+$369K
2
+$299K
3
+$211K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$206K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$144K

Sector Composition

1 Industrials 19.1%
2 Healthcare 13.45%
3 Consumer Staples 2.4%
4 Technology 2.38%
5 Financials 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$38.2M 18.62%
+152,100
2
$30.6M 14.93%
676,384
+10,176
3
$23.3M 11.38%
389,246
+5,906
4
$11.3M 5.51%
77,454
-2,528
5
$8.81M 4.3%
147,821
+38,755
6
$6.74M 3.29%
+115,468
7
$6.1M 2.98%
40,558
-300
8
$6.07M 2.96%
28,909
9
$5.9M 2.88%
+460,326
10
$5.65M 2.76%
+34,541
11
$3.44M 1.68%
46,844
+4,004
12
$3.43M 1.67%
19,483
-197
13
$3.28M 1.6%
19,780
+12,392
14
$3.2M 1.56%
9,936
-446
15
$2.55M 1.24%
57,843
+44,040
16
$2.49M 1.21%
55,958
+47,862
17
$2.24M 1.1%
+34,206
18
$2.03M 0.99%
+27,275
19
$1.8M 0.88%
14,389
+23
20
$1.62M 0.79%
11,333
+9,732
21
$1.56M 0.76%
12,523
+2,870
22
$1.55M 0.76%
22,186
+87
23
$1.47M 0.72%
+25,114
24
$1.37M 0.67%
5,672
+28
25
$1.14M 0.55%
67,610
+52,672
1
2 3 4