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
$401M
AUM Growth
+$97.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1
+$27.2M
2
+$10.6M
3
+$4.39M
4
T icon
AT&T
T
+$3.12M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.61M

Top Sells

1
+$2.44M
2
+$1.43M
3
+$1.14M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.03M
5
GE icon
GE Aerospace
GE
+$1.02M

Sector Composition

1 Industrials 12.25%
2 Healthcare 10.08%
3 Technology 3.4%
4 Communication Services 1.51%
5 Consumer Discretionary 1.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$65.8M 16.42%
209,417
+13,956
2
$47.9M 11.94%
776,972
+7,956
3
$47.2M 11.78%
274,596
+61,728
4
$27.2M 6.78%
+402,871
5
$22.7M 5.67%
365,150
+6,524
6
$13.8M 3.45%
86,124
+9,998
7
$13.3M 3.31%
175,818
-32,255
8
$12.6M 3.15%
42,327
-681
9
$11.1M 2.78%
156,351
-7,020
10
$8.13M 2.03%
395,796
-12,699
11
$7M 1.75%
28,909
12
$6.68M 1.67%
51,813
-40
13
$6.65M 1.66%
429,702
-13,266
14
$6.09M 1.52%
30,631
-3,595
15
$5.07M 1.27%
90,607
-20,405
16
$4.55M 1.14%
51,921
-2,730
17
$4.47M 1.12%
18,661
-1,018
18
$4.25M 1.06%
11,218
-1,865
19
$4.05M 1.01%
76,290
-3,263
20
$3.76M 0.94%
52,609
+217
21
$3.71M 0.93%
17,838
-1,161
22
$3.43M 0.86%
155,132
+140,820
23
$2.29M 0.57%
41,575
-7,937
24
$2.09M 0.52%
13,340
-260
25
$2.05M 0.51%
30,519
-3,689
1
2 3 4 5