HFA

Hoover Financial Advisors Portfolio holdings

AUM $562M
1-Year Est. Return 37.9%
This Fund
S&P 500
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
+$119M
2
+$33.6M
3
+$26.3M
4
PAPR icon
Innovator US Equity Power Buffer ETF April
PAPR
+$17.6M
5
PMAY icon
Innovator US Equity Power Buffer ETF May
PMAY
+$9.57M

Top Sells

1
+$673K
2
+$638K
3
+$566K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$497K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$346K

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
IAU icon
251
iShares Gold Trust
IAU
$82.4B
$60K 0.01%
1,700
AMD icon
252
Advanced Micro Devices
AMD
$313B
$59K 0.01%
763
-53
ETSY icon
253
Etsy
ETSY
$5.29B
$59K 0.01%
+350
LDOS icon
254
Leidos
LDOS
$22.8B
$59K 0.01%
563
VUG icon
255
Vanguard Growth ETF
VUG
$194B
$59K 0.01%
224
VT icon
256
Vanguard Total World Stock ETF
VT
$62.7B
$58K 0.01%
573
ALGN icon
257
Align Technology
ALGN
$13.2B
$57K 0.01%
100
TQQQ icon
258
ProShares UltraPro QQQ
TQQQ
$26.6B
$57K 0.01%
+2,400
DGX icon
259
Quest Diagnostics
DGX
$23.1B
$56K 0.01%
403
ETN icon
260
Eaton
ETN
$139B
$56K 0.01%
382
-68
KAPR icon
261
Innovator US Small Cap Power Buffer ETF April
KAPR
$156M
$54K 0.01%
+2,000
DOC icon
262
Healthpeak Properties
DOC
$12.2B
$52K 0.01%
1,586
-482
YUM icon
263
Yum! Brands
YUM
$44.7B
$52K 0.01%
440
SCHC icon
264
Schwab International Small-Cap Equity ETF
SCHC
$5.4B
$51K 0.01%
1,213
TRIP icon
265
TripAdvisor
TRIP
$1.14B
$51K 0.01%
+1,120
FNDB icon
266
Schwab Fundamental US Broad Market Index ETF
FNDB
$1.16B
$51K 0.01%
2,838
XHB icon
267
State Street SPDR S&P Homebuilders ETF
XHB
$1.83B
$49K 0.01%
644
SLYG icon
268
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$4.16B
$47K 0.01%
556
+56
VLO icon
269
Valero Energy
VLO
$66.2B
$47K 0.01%
600
UL icon
270
Unilever
UL
$151B
$46K 0.01%
683
+43
QQEW icon
271
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
$1.71B
$46K 0.01%
442
-1,000
AIG icon
272
American International
AIG
$42.2B
$45K 0.01%
886
-393
BR icon
273
Broadridge
BR
$22B
$45K 0.01%
273
VGT icon
274
Vanguard Information Technology ETF
VGT
$109B
$45K 0.01%
123
+44
ALL icon
275
Allstate
ALL
$55.5B
$44K 0.01%
330
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