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
$562M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
715
New
Increased
Reduced
Closed

Top Buys

1
+$9.15M
2
+$1.92M
3
+$1.61M
4
EMQQ icon
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
+$1.54M
5
PJUN icon
Innovator US Equity Power Buffer ETF June
PJUN
+$1.05M

Top Sells

1
+$142M
2
+$30.5M
3
+$3.8M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.45M
5
OVB icon
Overlay Shares Core Bond ETF
OVB
+$502K

Sector Composition

1 Industrials 10.68%
2 Healthcare 8.08%
3 Communication Services 5.26%
4 Consumer Staples 3%
5 Technology 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHP icon
226
Schwab US TIPS ETF
SCHP
$14.5B
$77K 0.01%
2,470
SPEM icon
227
SPDR Portfolio Emerging Markets ETF
SPEM
$16B
$77K 0.01%
1,697
+13
BAR icon
228
GraniteShares Gold Shares
BAR
$1.54B
$76K 0.01%
+4,321
AMT icon
229
American Tower
AMT
$85.8B
$75K 0.01%
279
-8
HR icon
230
Healthcare Realty
HR
$6.07B
$75K 0.01%
2,808
IDV icon
231
iShares International Select Dividend ETF
IDV
$6.95B
$75K 0.01%
2,316
KAPR icon
232
Innovator US Small Cap Power Buffer ETF April
KAPR
$161M
$75K 0.01%
2,700
+700
OLED icon
233
Universal Display
OLED
$5.54B
$75K 0.01%
336
V icon
234
Visa
V
$634B
$74K 0.01%
316
DTE icon
235
DTE Energy
DTE
$28.1B
$73K 0.01%
658
IJK icon
236
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.73B
$73K 0.01%
904
AMD icon
237
Advanced Micro Devices
AMD
$378B
$72K 0.01%
763
BND icon
238
Vanguard Total Bond Market
BND
$147B
$72K 0.01%
844
-563
AEE icon
239
Ameren
AEE
$28.1B
$71K 0.01%
888
BAPR icon
240
Innovator US Equity Buffer ETF April
BAPR
$344M
$70K 0.01%
+2,200
MQY icon
241
BlackRock MuniYield Quality Fund
MQY
$837M
$70K 0.01%
4,178
MMP
242
DELISTED
Magellan Midstream Partners, L.P.
MMP
$70K 0.01%
+1,438
DGRO icon
243
iShares Core Dividend Growth ETF
DGRO
$37.1B
$68K 0.01%
1,341
ED icon
244
Consolidated Edison
ED
$37.5B
$68K 0.01%
951
-25
FDX icon
245
FedEx
FDX
$72.5B
$67K 0.01%
225
+25
FNDX icon
246
Schwab Fundamental US Large Company Index ETF
FNDX
$23B
$66K 0.01%
3,630
+300
IUSV icon
247
iShares Core S&P US Value ETF
IUSV
$24.7B
$66K 0.01%
912
PRU icon
248
Prudential Financial
PRU
$39.2B
$66K 0.01%
640
+20
CORP icon
249
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.37B
$65K 0.01%
564
-57
WM icon
250
Waste Management
WM
$88.9B
$65K 0.01%
466
+200
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