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

Top Buys

1
+$119M
2
+$33.6M
3
+$26.3M
4
PAPR icon
Innovator US Equity Power Buffer ETF April
PAPR
+$17.6M
5
PMAY icon
Innovator US Equity Power Buffer ETF May
PMAY
+$9.57M

Top Sells

1
+$673K
2
+$638K
3
+$566K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$497K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$346K

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
RTX icon
351
RTX Corp
RTX
$277B
$21K ﹤0.01%
244
+54
SNAP icon
352
Snap
SNAP
$9.02B
$21K ﹤0.01%
400
TNDM icon
353
Tandem Diabetes Care
TNDM
$1.66B
$21K ﹤0.01%
262
VAC icon
354
Marriott Vacations Worldwide
VAC
$2.34B
$21K ﹤0.01%
121
ADI icon
355
Analog Devices
ADI
$167B
$21K ﹤0.01%
136
+6
FTEC icon
356
Fidelity MSCI Information Technology Index ETF
FTEC
$15.8B
$21K ﹤0.01%
200
HOG icon
357
Harley-Davidson
HOG
$2.26B
$20K ﹤0.01%
425
+400
SWKS icon
358
Skyworks Solutions
SWKS
$8.62B
$20K ﹤0.01%
119
+1
TSN icon
359
Tyson Foods
TSN
$22B
$20K ﹤0.01%
+250
WEC icon
360
WEC Energy
WEC
$37.9B
$20K ﹤0.01%
203
-128
PBCT
361
DELISTED
People's United Financial Inc
PBCT
$20K ﹤0.01%
+1,079
CAG icon
362
Conagra Brands
CAG
$8.96B
$19K ﹤0.01%
502
DUK icon
363
Duke Energy
DUK
$102B
$19K ﹤0.01%
185
+12
SKYW icon
364
Skywest
SKYW
$4.09B
$19K ﹤0.01%
+400
SPCE icon
365
Virgin Galactic
SPCE
$189M
$19K ﹤0.01%
53
ASR icon
366
Grupo Aeroportuario del Sureste
ASR
$10.2B
$18K ﹤0.01%
100
DAL icon
367
Delta Air Lines
DAL
$42.3B
$18K ﹤0.01%
403
EVRG icon
368
Evergy
EVRG
$19.4B
$18K ﹤0.01%
290
LUV icon
369
Southwest Airlines
LUV
$23.5B
$18K ﹤0.01%
307
-100
SBUX icon
370
Starbucks
SBUX
$111B
$18K ﹤0.01%
155
-100
TXN icon
371
Texas Instruments
TXN
$185B
$18K ﹤0.01%
100
PSMG
372
DELISTED
Invesco Growth Multi-Asset Allocation ETF
PSMG
$18K ﹤0.01%
+1,032
AFRM icon
373
Affirm
AFRM
$17B
$17K ﹤0.01%
+303
FULT icon
374
Fulton Financial
FULT
$3.78B
$17K ﹤0.01%
+1,000
IWP icon
375
iShares Russell Mid-Cap Growth ETF
IWP
$19.9B
$17K ﹤0.01%
166
-1,509
13 14
15
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