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

Top Buys

1
+$9.43M
2
+$1.91M
3
+$1.6M
4
EMQQ icon
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
+$1.52M
5
PJUN icon
Innovator US Equity Power Buffer ETF June
PJUN
+$1.04M

Top Sells

1
+$134M
2
+$30.5M
3
+$3.97M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.37M
5
OVB icon
Overlay Shares Core Bond ETF
OVB
+$494K

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
BIT icon
276
BlackRock Multi-Sector Income Trust
BIT
$729M
$49K 0.01%
+2,624
DPST icon
277
Direxion Daily Regional Banks Bull 3X ETF
DPST
$520M
$49K 0.01%
115
SLYG icon
278
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$4.43B
$49K 0.01%
552
-4
VGT icon
279
Vanguard Information Technology ETF
VGT
$122B
$49K 0.01%
123
CHI
280
Calamos Convertible Opportunities and Income Fund
CHI
$951M
$48K 0.01%
+3,175
IWN icon
281
iShares Russell 2000 Value ETF
IWN
$13.3B
$48K 0.01%
288
+120
SPCE icon
282
Virgin Galactic
SPCE
$238M
$48K 0.01%
53
SIX
283
DELISTED
Six Flags Entertainment Corp.
SIX
$48K 0.01%
1,100
+420
IAU icon
284
iShares Gold Trust
IAU
$77.1B
$47K 0.01%
1,400
-300
XHB icon
285
State Street SPDR S&P Homebuilders ETF
XHB
$1.56B
$47K 0.01%
644
SMOG icon
286
VanEck Low Carbon Energy ETF
SMOG
$147M
$45K 0.01%
278
+235
TRIP icon
287
TripAdvisor
TRIP
$1.32B
$45K 0.01%
1,120
DOCU
288
DocuSign
DOCU
$9.27B
$44K 0.01%
158
-274
ARKK icon
289
ARK Innovation ETF
ARKK
$7.1B
$44K 0.01%
335
+122
BR icon
290
Broadridge
BR
$18.8B
$44K 0.01%
273
GEN icon
291
Gen Digital
GEN
$12.4B
$44K 0.01%
1,600
ALL icon
292
Allstate
ALL
$55.6B
$43K 0.01%
330
MGM icon
293
MGM Resorts International
MGM
$10.1B
$43K 0.01%
1,000
OGN icon
294
Organon & Co
OGN
$2.41B
$43K 0.01%
+1,423
BOTZ icon
295
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.39B
$42K 0.01%
1,208
+721
CGC
296
Canopy Growth
CGC
$507M
$42K 0.01%
174
+25
EBAY icon
297
eBay
EBAY
$48B
$42K 0.01%
592
HACK icon
298
Amplify Cybersecurity ETF
HACK
$1.97B
$42K 0.01%
689
+443
MGK icon
299
Vanguard Mega Cap Growth ETF
MGK
$31.3B
$42K 0.01%
+180
MPC icon
300
Marathon Petroleum
MPC
$63.1B
$42K 0.01%
700
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