HFA
Hoover Financial Advisors Portfolio holdings
AUM
$562M
1-Year Return
37.9%
This Quarter Return
+5.9%
1 Year Return
+37.9%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$562M
AUM Growth
+$28.6M
(+5.4%)
Cap. Flow
-$157M
Cap. Flow
% of AUM
-27.88%
Top 10 Holdings %
Top 10 Hldgs %
58.85%
Holding
715
New
87
Increased
144
Reduced
87
Closed
36
Top Buys
| 1 |
Altria Group
MO
|
+$9.15M |
| 2 |
Innovator US Equity Ultra Buffer ETF July
UJUL
|
+$1.92M |
| 3 |
Innovator US Equity Power Buffer ETF July
PJUL
|
+$1.61M |
| 4 |
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
|
+$1.54M |
| 5 |
Innovator US Equity Power Buffer ETF June
PJUN
|
+$1.05M |
Top Sells
| 1 |
Vanguard Russell 1000 Growth ETF
VONG
|
+$142M |
| 2 |
Vanguard Russell 1000 Value ETF
VONV
|
+$30.5M |
| 3 |
AT&T
T
|
+$3.8M |
| 4 |
Invesco QQQ Trust
QQQ
|
+$1.45M |
| 5 |
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% |
