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
IAU icon
251
iShares Gold Trust
IAU
$72.5B
$60K 0.01%
1,700
AMD icon
252
Advanced Micro Devices
AMD
$376B
$59K 0.01%
763
-53
ETSY icon
253
Etsy
ETSY
$6.18B
$59K 0.01%
+350
LDOS icon
254
Leidos
LDOS
$24.7B
$59K 0.01%
563
VUG icon
255
Vanguard Growth ETF
VUG
$203B
$59K 0.01%
224
VT icon
256
Vanguard Total World Stock ETF
VT
$61.7B
$58K 0.01%
573
ALGN icon
257
Align Technology
ALGN
$12.4B
$57K 0.01%
100
TQQQ icon
258
ProShares UltraPro QQQ
TQQQ
$30.1B
$57K 0.01%
+2,400
DGX icon
259
Quest Diagnostics
DGX
$21.2B
$56K 0.01%
403
ETN icon
260
Eaton
ETN
$134B
$56K 0.01%
382
-68
KAPR icon
261
Innovator US Small Cap Power Buffer ETF April
KAPR
$161M
$54K 0.01%
+2,000
DOC icon
262
Healthpeak Properties
DOC
$12.3B
$52K 0.01%
1,586
-482
YUM icon
263
Yum! Brands
YUM
$44.6B
$52K 0.01%
440
FNDB icon
264
Schwab Fundamental US Broad Market Index ETF
FNDB
$1.09B
$51K 0.01%
2,838
SCHC icon
265
Schwab International Small-Cap Equity ETF
SCHC
$5.23B
$51K 0.01%
1,213
TRIP icon
266
TripAdvisor
TRIP
$1.55B
$51K 0.01%
+1,120
XHB icon
267
State Street SPDR S&P Homebuilders ETF
XHB
$1.85B
$49K 0.01%
644
SLYG icon
268
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$3.83B
$47K 0.01%
556
+56
VLO icon
269
Valero Energy
VLO
$56.1B
$47K 0.01%
600
QQEW icon
270
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
$1.87B
$46K 0.01%
442
-1,000
UL icon
271
Unilever
UL
$140B
$46K 0.01%
683
+43
AIG icon
272
American International
AIG
$39.4B
$45K 0.01%
886
-393
BR icon
273
Broadridge
BR
$25.5B
$45K 0.01%
273
VGT icon
274
Vanguard Information Technology ETF
VGT
$114B
$45K 0.01%
123
+44
ALL icon
275
Allstate
ALL
$50.4B
$44K 0.01%
330
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