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
$303M
AUM Growth
+$42.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1
+$52.4M
2
+$2.05M
3
+$637K
4
ADP icon
Automatic Data Processing
ADP
+$576K
5
GE icon
GE Aerospace
GE
+$527K

Top Sells

1
+$12.1M
2
+$1.55M
3
+$1.51M
4
SLY
SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML)
SLY
+$1.13M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$992K

Sector Composition

1 Healthcare 10.99%
2 Industrials 10.31%
3 Technology 3.11%
4 Consumer Staples 1.63%
5 Consumer Discretionary 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$54.3M 17.9%
195,461
+188,671
2
$42.9M 14.12%
769,016
-5,788
3
$30M 9.88%
212,868
-5
4
$18.6M 6.13%
358,626
-233,900
5
$13.2M 4.37%
208,073
-23,695
6
$11.8M 3.9%
43,008
+161
7
$11.3M 3.74%
76,126
+54
8
$9.38M 3.09%
163,371
-17,292
9
$7.11M 2.34%
408,495
-89,163
10
$6.02M 1.99%
28,909
11
$6M 1.98%
51,853
+2,177
12
$5.96M 1.96%
111,012
+3
13
$5.88M 1.94%
442,968
-25,080
14
$5.83M 1.92%
34,226
+7
15
$4.38M 1.44%
13,083
+1,902
16
$4.27M 1.41%
19,679
-108
17
$3.44M 1.13%
79,553
-576
18
$3.33M 1.1%
54,651
-18,565
19
$3.21M 1.06%
23,106
+14,720
20
$3.16M 1.04%
52,392
+18
21
$2.92M 0.96%
18,999
-877
22
$2.43M 0.8%
59,328
-1,937
23
$2.18M 0.72%
49,512
-505
24
$2.18M 0.72%
34,208
25
$2.17M 0.71%
12,239
+445
1
2 3 4 5