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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
$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
$44.8B
$27K 0.01%
316
UPS icon
327
United Parcel Service
UPS
$87.8B
$27K 0.01%
128
+14
YUMC icon
328
Yum China
YUMC
$15.2B
$27K 0.01%
440
FNDA icon
329
Schwab Fundamental US Small Company Index ETF
FNDA
$8.89B
$26K ﹤0.01%
1,000
IDXX icon
330
Idexx Laboratories
IDXX
$43.9B
$26K ﹤0.01%
+50
IYH icon
331
iShares US Healthcare ETF
IYH
$3.06B
$26K ﹤0.01%
500
MU icon
332
Micron Technology
MU
$1.01T
$26K ﹤0.01%
+326
VTRS icon
333
Viatris
VTRS
$18.4B
$26K ﹤0.01%
1,730
+113
XLU icon
334
State Street Utilities Select Sector SPDR ETF
XLU
$22.5B
$26K ﹤0.01%
804
+6
APTV icon
335
Aptiv
APTV
$13.8B
$25K ﹤0.01%
180
CTSH icon
336
Cognizant
CTSH
$24.5B
$25K ﹤0.01%
341
ADM icon
337
Archer Daniels Midland
ADM
$39.2B
$24K ﹤0.01%
358
DKNG icon
338
DraftKings
DKNG
$14.3B
$24K ﹤0.01%
550
-538
EIX icon
339
Edison International
EIX
$27.5B
$24K ﹤0.01%
409
+9
EXPE icon
340
Expedia Group
EXPE
$26.3B
$24K ﹤0.01%
+142
MKC icon
341
McCormick & Company Non-Voting
MKC
$13.4B
$24K ﹤0.01%
266
PPG icon
342
PPG Industries
PPG
$25.2B
$24K ﹤0.01%
132
ALK icon
343
Alaska Air
ALK
$4.64B
$23K ﹤0.01%
+350
ARKK icon
344
ARK Innovation ETF
ARKK
$6.45B
$23K ﹤0.01%
213
+63
FTNT icon
345
Fortinet
FTNT
$102B
$23K ﹤0.01%
550
KRE icon
346
State Street SPDR S&P Regional Banking ETF
KRE
$3.94B
$23K ﹤0.01%
+334
TGT icon
347
Target
TGT
$58.1B
$23K ﹤0.01%
109
+26
BKNG icon
348
Booking.com
BKNG
$124B
$22K ﹤0.01%
+250
CUZ icon
349
Cousins Properties
CUZ
$4.78B
$22K ﹤0.01%
+628
SYY icon
350
Sysco
SYY
$37.6B
$21K ﹤0.01%
245