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
$261M
AUM Growth
+$80.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$7.85M
3
+$7.53M
4
SLY
SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML)
SLY
+$4.32M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2M

Top Sells

1
+$721K
2
+$441K
3
+$124K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$112K
5
WST icon
West Pharmaceutical
WST
+$96.6K

Sector Composition

1 Industrials 14.78%
2 Healthcare 11.6%
3 Technology 3.11%
4 Consumer Staples 1.45%
5 Consumer Discretionary 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$38.2M 14.64%
774,804
+14,024
2
$37.1M 14.23%
212,873
+18
3
$29.3M 11.22%
592,526
+152,358
4
$14.1M 5.4%
+231,768
5
$10.7M 4.1%
76,072
-3,135
6
$9.73M 3.73%
42,847
-425
7
$9.68M 3.71%
180,663
+6,029
8
$8.31M 3.18%
497,658
+470,232
9
$5.73M 2.2%
468,048
+3,936
10
$5.51M 2.11%
111,009
-1,651
11
$5.36M 2.05%
34,219
-372
12
$5.21M 2%
28,909
13
$4.53M 1.74%
49,676
+1,080
14
$4.32M 1.66%
+73,216
15
$3.8M 1.45%
19,787
+304
16
$3.45M 1.32%
11,181
+263
17
$3.17M 1.22%
80,129
+577
18
$2.99M 1.15%
52,374
+1,208
19
$2.9M 1.11%
19,876
-433
20
$2.38M 0.91%
61,265
+1,250
21
$2.07M 0.79%
34,208
+2
22
$2M 0.77%
+50,017
23
$1.97M 0.76%
11,794
+846
24
$1.68M 0.64%
6,790
+455
25
$1.56M 0.6%
11,340
+1,740
1
2 3 4 5