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
$533M
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
669
New
Increased
Reduced
Closed

Top Buys

1
+$30.6M
2
+$29M
3
+$18.6M
4
PAPR icon
Innovator US Equity Power Buffer ETF April
PAPR
+$18M
5
PMAY icon
Innovator US Equity Power Buffer ETF May
PMAY
+$9.63M

Top Sells

1
+$716K
2
+$669K
3
+$566K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$528K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$376K

Sector Composition

1 Industrials 11.53%
2 Healthcare 8.26%
3 Communication Services 6.76%
4 Technology 2.71%
5 Energy 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPEM icon
226
SPDR Portfolio Emerging Markets ETF
SPEM
$16B
$74K 0.01%
1,684
VCSH icon
227
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.1B
$74K 0.01%
900
-133
DRIV icon
228
Global X Autonomous & Electric Vehicles ETF
DRIV
$362M
$73K 0.01%
+2,770
IBB icon
229
iShares Biotechnology ETF
IBB
$8.52B
$72K 0.01%
489
IJK icon
230
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.74B
$72K 0.01%
904
AMT icon
231
American Tower
AMT
$85.9B
$71K 0.01%
287
+9
V icon
232
Visa
V
$633B
$71K 0.01%
316
-15
CORP icon
233
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.37B
$70K 0.01%
621
-1,984
QCOM icon
234
Qualcomm
QCOM
$171B
$70K 0.01%
549
+1
MQY icon
235
BlackRock MuniYield Quality Fund
MQY
$836M
$69K 0.01%
+4,178
DGRO icon
236
iShares Core Dividend Growth ETF
DGRO
$37.1B
$68K 0.01%
1,341
-76
OLED icon
237
Universal Display
OLED
$5.56B
$67K 0.01%
336
CDK
238
DELISTED
CDK Global, Inc.
CDK
$67K 0.01%
1,278
IUSV icon
239
iShares Core S&P US Value ETF
IUSV
$24.7B
$66K 0.01%
912
-28
PRU icon
240
Prudential Financial
PRU
$39.5B
$65K 0.01%
620
+1
XEL icon
241
Xcel Energy
XEL
$44.8B
$65K 0.01%
920
BOND icon
242
PIMCO Active Bond Exchange-Traded Fund
BOND
$6.94B
$64K 0.01%
581
-199
PTON icon
243
Peloton Interactive
PTON
$2.67B
$64K 0.01%
703
-1,280
CB icon
244
Chubb
CB
$118B
$64K 0.01%
381
-88
SDY icon
245
State Street SPDR S&P Dividend ETF
SDY
$20.9B
$63K 0.01%
500
FDX icon
246
FedEx
FDX
$72.8B
$61K 0.01%
200
PFI icon
247
Invesco Dorsey Wright Financial Momentum ETF
PFI
$57.5M
$61K 0.01%
+1,200
DPST icon
248
Direxion Daily Regional Banks Bull 3X Shares
DPST
$675M
$60K 0.01%
+115
FISV
249
Fiserv Inc
FISV
$35.8B
$60K 0.01%
520
FNDX icon
250
Schwab Fundamental US Large Company Index ETF
FNDX
$23B
$60K 0.01%
3,330
8 9
10
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