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 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
SNSR icon
326
Global X Internet of Things ETF
SNSR
$216M
$36K 0.01%
1,010
W icon
327
Wayfair
W
$10.6B
$36K 0.01%
113
NPTN
328
DELISTED
NEOPHOTONICS CORP
NPTN
$36K 0.01%
3,511
ANSS
329
DELISTED
Ansys
ANSS
$35K 0.01%
100
AZN icon
330
AstraZeneca
AZN
$311B
$35K 0.01%
588
NEE icon
331
NextEra Energy
NEE
$192B
$35K 0.01%
476
+86
ARKQ icon
332
ARK Autonomous Technology & Robotics ETF
ARKQ
$2.11B
$34K 0.01%
393
HON icon
333
Honeywell
HON
$146B
$34K 0.01%
166
SCHD icon
334
Schwab US Dividend Equity ETF
SCHD
$87.3B
$34K 0.01%
1,365
+30
VCIT icon
335
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$64.8B
$33K 0.01%
345
+301
WCN icon
336
Waste Connections
WCN
$40.7B
$33K 0.01%
274
SMG icon
337
ScottsMiracle-Gro
SMG
$3.83B
$33K 0.01%
170
GPC icon
338
Genuine Parts
GPC
$15.7B
$32K 0.01%
251
+230
MUB icon
339
iShares National Muni Bond ETF
MUB
$43.7B
$32K 0.01%
275
+146
ETJ
340
Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ
$571M
$31K 0.01%
+2,676
F icon
341
Ford
F
$51.6B
$31K 0.01%
2,102
+1,000
PTY icon
342
PIMCO Corporate & Income Opportunity Fund
PTY
$2.58B
$31K 0.01%
+1,582
VTR icon
343
Ventas
VTR
$40.2B
$31K 0.01%
550
HPI
344
John Hancock Preferred Income Fund
HPI
$431M
$30K 0.01%
1,390
GLW icon
345
Corning
GLW
$142B
$29K 0.01%
701
-9
JQC icon
346
Nuveen Credit Strategies Income Fund
JQC
$717M
$29K 0.01%
4,350
+3,350
TGNA
347
DELISTED
TEGNA Inc
TGNA
$29K 0.01%
1,532
VIS icon
348
Vanguard Industrials ETF
VIS
$7.68B
$29K 0.01%
148
YUMC icon
349
Yum China
YUMC
$17.1B
$29K 0.01%
440
APTV icon
350
Aptiv
APTV
$12.7B
$28K 0.01%
180