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
SNAP icon
351
Snap
SNAP
$12.9B
$21K ﹤0.01%
400
ADI icon
352
Analog Devices
ADI
$147B
$21K ﹤0.01%
136
+6
FTEC icon
353
Fidelity MSCI Information Technology Index ETF
FTEC
$16.8B
$21K ﹤0.01%
200
SYY icon
354
Sysco
SYY
$37.7B
$21K ﹤0.01%
245
TNDM icon
355
Tandem Diabetes Care
TNDM
$1.37B
$21K ﹤0.01%
262
VAC icon
356
Marriott Vacations Worldwide
VAC
$2.07B
$21K ﹤0.01%
121
TSN icon
357
Tyson Foods
TSN
$21.2B
$20K ﹤0.01%
+250
WEC icon
358
WEC Energy
WEC
$35.3B
$20K ﹤0.01%
203
-128
PBCT
359
DELISTED
People's United Financial Inc
PBCT
$20K ﹤0.01%
+1,079
HOG icon
360
Harley-Davidson
HOG
$2.42B
$20K ﹤0.01%
425
+400
SWKS icon
361
Skyworks Solutions
SWKS
$8.66B
$20K ﹤0.01%
119
+1
CAG icon
362
Conagra Brands
CAG
$8.11B
$19K ﹤0.01%
502
DUK icon
363
Duke Energy
DUK
$92.7B
$19K ﹤0.01%
185
+12
SKYW icon
364
Skywest
SKYW
$4B
$19K ﹤0.01%
+400
SPCE icon
365
Virgin Galactic
SPCE
$227M
$19K ﹤0.01%
53
ASR icon
366
Grupo Aeroportuario del Sureste
ASR
$9.69B
$18K ﹤0.01%
100
DAL icon
367
Delta Air Lines
DAL
$46B
$18K ﹤0.01%
403
EVRG icon
368
Evergy
EVRG
$17.6B
$18K ﹤0.01%
290
LUV icon
369
Southwest Airlines
LUV
$22.3B
$18K ﹤0.01%
307
-100
SBUX icon
370
Starbucks
SBUX
$106B
$18K ﹤0.01%
155
-100
TXN icon
371
Texas Instruments
TXN
$174B
$18K ﹤0.01%
100
PSMG
372
DELISTED
Invesco Growth Multi-Asset Allocation ETF
PSMG
$18K ﹤0.01%
+1,032
AFRM icon
373
Affirm
AFRM
$24.7B
$17K ﹤0.01%
+303
FULT icon
374
Fulton Financial
FULT
$3.6B
$17K ﹤0.01%
+1,000
IWP icon
375
iShares Russell Mid-Cap Growth ETF
IWP
$21.1B
$17K ﹤0.01%
166
-1,509