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 Buys

1
+$9.15M
2
+$1.92M
3
+$1.61M
4
EMQQ icon
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
+$1.54M
5
PJUN icon
Innovator US Equity Power Buffer ETF June
PJUN
+$1.05M

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
MOAT icon
351
VanEck Morningstar Wide Moat ETF
MOAT
$12.7B
$28K 0.01%
381
PSMB
352
DELISTED
Invesco Balanced Multi-Asset Allocation ETF
PSMB
$28K 0.01%
1,696
+655
BNDX icon
353
Vanguard Total International Bond ETF
BNDX
$72.4B
$27K ﹤0.01%
477
+198
CLMT icon
354
Calumet Specialty Products
CLMT
$1.68B
$27K ﹤0.01%
+4,000
EDIT icon
355
Editas Medicine
EDIT
$214M
$27K ﹤0.01%
472
FNDA icon
356
Schwab Fundamental US Small Company Index ETF
FNDA
$8.96B
$27K ﹤0.01%
1,000
IYH icon
357
iShares US Healthcare ETF
IYH
$3.52B
$27K ﹤0.01%
500
SNAP icon
358
Snap
SNAP
$13.1B
$27K ﹤0.01%
400
VTRS icon
359
Viatris
VTRS
$12.3B
$26K ﹤0.01%
1,815
+85
XLU icon
360
Utilities Select Sector SPDR Fund
XLU
$21.9B
$26K ﹤0.01%
405
+3
AER icon
361
AerCap
AER
$22.4B
$26K ﹤0.01%
500
FTNT icon
362
Fortinet
FTNT
$60.8B
$26K ﹤0.01%
550
PHYS icon
363
Sprott Physical Gold
PHYS
$15.6B
$26K ﹤0.01%
1,884
STT icon
364
State Street
STT
$33B
$26K ﹤0.01%
316
TFC icon
365
Truist Financial
TFC
$59.6B
$26K ﹤0.01%
469
-38
TNDM icon
366
Tandem Diabetes Care
TNDM
$1.39B
$26K ﹤0.01%
262
AMP icon
367
Ameriprise Financial
AMP
$42.3B
$25K ﹤0.01%
100
-11
BIV icon
368
Vanguard Intermediate-Term Bond ETF
BIV
$26.3B
$25K ﹤0.01%
+275
AFL icon
369
Aflac
AFL
$57.4B
$24K ﹤0.01%
+454
CTSH icon
370
Cognizant
CTSH
$37.4B
$24K ﹤0.01%
341
EIX icon
371
Edison International
EIX
$22.4B
$24K ﹤0.01%
409
FTEC icon
372
Fidelity MSCI Information Technology Index ETF
FTEC
$16.7B
$24K ﹤0.01%
200
NZF icon
373
Nuveen Municipal Credit Income Fund
NZF
$2.45B
$24K ﹤0.01%
+1,402
PML
374
PIMCO Municipal Income Fund II
PML
$507M
$24K ﹤0.01%
+1,622
UPS icon
375
United Parcel Service
UPS
$80.8B
$24K ﹤0.01%
114
-14
13 14
15
16 17