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
$533M
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
669
New
Increased
Reduced
Closed

Sector Composition

1 Industrials 11.53%
2 Healthcare 8.26%
3 Communication Services 6.76%
4 Technology 2.71%
5 Energy 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
STT icon
326
State Street
STT
$35.8B
$27K 0.01%
316
UPS icon
327
United Parcel Service
UPS
$90.7B
$27K 0.01%
128
+14
YUMC icon
328
Yum China
YUMC
$16.8B
$27K 0.01%
440
FNDA icon
329
Schwab Fundamental US Small Company Index ETF
FNDA
$9.65B
$26K ﹤0.01%
1,000
IDXX icon
330
Idexx Laboratories
IDXX
$57.1B
$26K ﹤0.01%
+50
IYH icon
331
iShares US Healthcare ETF
IYH
$3.55B
$26K ﹤0.01%
500
MU icon
332
Micron Technology
MU
$408B
$26K ﹤0.01%
+326
VTRS icon
333
Viatris
VTRS
$14.8B
$26K ﹤0.01%
1,730
+113
XLU icon
334
State Street Utilities Select Sector SPDR ETF
XLU
$21.9B
$26K ﹤0.01%
804
+6
APTV icon
335
Aptiv
APTV
$17B
$25K ﹤0.01%
180
CTSH icon
336
Cognizant
CTSH
$40.9B
$25K ﹤0.01%
341
ADM icon
337
Archer Daniels Midland
ADM
$31.3B
$24K ﹤0.01%
358
DKNG icon
338
DraftKings
DKNG
$16.2B
$24K ﹤0.01%
550
-538
EIX icon
339
Edison International
EIX
$24B
$24K ﹤0.01%
409
+9
EXPE icon
340
Expedia Group
EXPE
$34.9B
$24K ﹤0.01%
+142
MKC icon
341
McCormick & Company Non-Voting
MKC
$18B
$24K ﹤0.01%
266
PPG icon
342
PPG Industries
PPG
$24.7B
$24K ﹤0.01%
132
TGT icon
343
Target
TGT
$50.4B
$23K ﹤0.01%
109
+26
ALK icon
344
Alaska Air
ALK
$5.8B
$23K ﹤0.01%
+350
ARKK icon
345
ARK Innovation ETF
ARKK
$7.35B
$23K ﹤0.01%
213
+63
FTNT icon
346
Fortinet
FTNT
$56.1B
$23K ﹤0.01%
550
KRE icon
347
State Street SPDR S&P Regional Banking ETF
KRE
$4.04B
$23K ﹤0.01%
+334
CUZ icon
348
Cousins Properties
CUZ
$4.53B
$22K ﹤0.01%
+628
BKNG icon
349
Booking.com
BKNG
$165B
$22K ﹤0.01%
+10
RTX icon
350
RTX Corp
RTX
$271B
$21K ﹤0.01%
244
+54