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 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
NVO icon
301
Novo Nordisk
NVO
$215B
$42K 0.01%
1,000
NVS icon
302
Novartis
NVS
$247B
$42K 0.01%
457
-49
SWBI icon
303
Smith & Wesson
SWBI
$385M
$42K 0.01%
+1,200
UL icon
304
Unilever
UL
$148B
$42K 0.01%
720
-48
VXUS icon
305
Vanguard Total International Stock ETF
VXUS
$111B
$42K 0.01%
639
PBFX
306
DELISTED
PBF LOGISTICS LP
PBFX
$42K 0.01%
+2,809
ETV
307
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV
$1.67B
$41K 0.01%
+2,516
NEA icon
308
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.44B
$41K 0.01%
+2,641
NRG icon
309
NRG Energy
NRG
$31.7B
$40K 0.01%
1,000
XBI icon
310
State Street SPDR S&P Biotech ETF
XBI
$7.95B
$40K 0.01%
292
EPD icon
311
Enterprise Products Partners
EPD
$70.4B
$39K 0.01%
+1,596
ETR icon
312
Entergy
ETR
$42.2B
$39K 0.01%
782
+6
GS icon
313
Goldman Sachs
GS
$243B
$39K 0.01%
104
ZM icon
314
Zoom
ZM
$25.2B
$39K 0.01%
100
CERN
315
DELISTED
Cerner Corp
CERN
$39K 0.01%
500
ESGU icon
316
iShares ESG Aware MSCI USA ETF
ESGU
$15.1B
$38K 0.01%
387
FE icon
317
FirstEnergy
FE
$26.8B
$38K 0.01%
1,031
+10
GD icon
318
General Dynamics
GD
$89.8B
$38K 0.01%
200
+192
IDXX icon
319
Idexx Laboratories
IDXX
$58.2B
$38K 0.01%
60
+10
MCK icon
320
McKesson
MCK
$106B
$38K 0.01%
+200
WFC icon
321
Wells Fargo
WFC
$268B
$38K 0.01%
850
MDLZ icon
322
Mondelez International
MDLZ
$72.8B
$37K 0.01%
587
+86
NVG icon
323
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.69B
$37K 0.01%
+2,062
UNP icon
324
Union Pacific
UNP
$137B
$37K 0.01%
170
ZTS icon
325
Zoetis
ZTS
$56.1B
$37K 0.01%
200