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
SNSR icon
326
Global X Internet of Things ETF
SNSR
$198M
$36K 0.01%
1,010
W icon
327
Wayfair
W
$14.3B
$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
$281B
$35K 0.01%
588
NEE icon
331
NextEra Energy
NEE
$176B
$35K 0.01%
476
+86
HON icon
332
Honeywell
HON
$121B
$34K 0.01%
156
SCHD icon
333
Schwab US Dividend Equity ETF
SCHD
$70.9B
$34K 0.01%
1,365
+30
ARKQ icon
334
ARK Autonomous Technology & Robotics ETF
ARKQ
$1.54B
$34K 0.01%
393
SMG icon
335
ScottsMiracle-Gro
SMG
$3.31B
$33K 0.01%
170
VCIT icon
336
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$57.4B
$33K 0.01%
345
+301
WCN icon
337
Waste Connections
WCN
$44.6B
$33K 0.01%
274
GPC icon
338
Genuine Parts
GPC
$18.1B
$32K 0.01%
251
+230
MUB icon
339
iShares National Muni Bond ETF
MUB
$41.4B
$32K 0.01%
275
+146
ETJ
340
Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ
$590M
$31K 0.01%
+2,676
F icon
341
Ford
F
$52.4B
$31K 0.01%
2,102
+1,000
PTY icon
342
PIMCO Corporate & Income Opportunity Fund
PTY
$2.55B
$31K 0.01%
+1,582
VTR icon
343
Ventas
VTR
$37.8B
$31K 0.01%
550
HPI
344
John Hancock Preferred Income Fund
HPI
$452M
$30K 0.01%
1,390
GLW icon
345
Corning
GLW
$71.1B
$29K 0.01%
701
-9
JQC icon
346
Nuveen Credit Strategies Income Fund
JQC
$754M
$29K 0.01%
4,350
+3,350
TGNA icon
347
TEGNA Inc
TGNA
$3.12B
$29K 0.01%
1,532
VIS icon
348
Vanguard Industrials ETF
VIS
$6.22B
$29K 0.01%
148
YUMC icon
349
Yum China
YUMC
$17.3B
$29K 0.01%
440
APTV icon
350
Aptiv
APTV
$16.6B
$28K 0.01%
180