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
CRSP icon
276
CRISPR Therapeutics
CRSP
$4.97B
$49K 0.01%
300
+200
DPST icon
277
Direxion Daily Regional Banks Bull 3X Shares
DPST
$859M
$49K 0.01%
115
SLYG icon
278
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$3.61B
$49K 0.01%
552
-4
VGT icon
279
Vanguard Information Technology ETF
VGT
$113B
$49K 0.01%
123
SPCE icon
280
Virgin Galactic
SPCE
$240M
$48K 0.01%
53
CHI
281
Calamos Convertible Opportunities and Income Fund
CHI
$846M
$48K 0.01%
+3,175
IWN icon
282
iShares Russell 2000 Value ETF
IWN
$11.7B
$48K 0.01%
288
+120
SIX
283
DELISTED
Six Flags Entertainment Corp.
SIX
$48K 0.01%
1,100
+420
IAU icon
284
iShares Gold Trust
IAU
$65.9B
$47K 0.01%
1,400
-300
XHB icon
285
State Street SPDR S&P Homebuilders ETF
XHB
$1.7B
$47K 0.01%
644
SMOG icon
286
VanEck Low Carbon Energy ETF
SMOG
$129M
$45K 0.01%
278
+235
TRIP icon
287
TripAdvisor
TRIP
$1.79B
$45K 0.01%
1,120
DOCU icon
288
DocuSign
DOCU
$13.7B
$44K 0.01%
158
-274
GEN icon
289
Gen Digital
GEN
$16.2B
$44K 0.01%
1,600
ARKK icon
290
ARK Innovation ETF
ARKK
$7.56B
$44K 0.01%
335
+122
BR icon
291
Broadridge
BR
$26.4B
$44K 0.01%
273
OGN icon
292
Organon & Co
OGN
$1.98B
$43K 0.01%
+1,423
ALL icon
293
Allstate
ALL
$55B
$43K 0.01%
330
MGM icon
294
MGM Resorts International
MGM
$9.69B
$43K 0.01%
1,000
BOTZ icon
295
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.01B
$42K 0.01%
1,208
+721
CGC
296
Canopy Growth
CGC
$387M
$42K 0.01%
174
+25
EBAY icon
297
eBay
EBAY
$37.4B
$42K 0.01%
592
HACK icon
298
Amplify Cybersecurity ETF
HACK
$2.18B
$42K 0.01%
689
+443
MGK icon
299
Vanguard Mega Cap Growth ETF
MGK
$32.3B
$42K 0.01%
+180
MPC icon
300
Marathon Petroleum
MPC
$59B
$42K 0.01%
700
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