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
CUZ icon
376
Cousins Properties
CUZ
$4.31B
$23K ﹤0.01%
628
EXPE icon
377
Expedia Group
EXPE
$31.7B
$23K ﹤0.01%
142
MKC icon
378
McCormick & Company Non-Voting
MKC
$17.8B
$23K ﹤0.01%
266
SWKS icon
379
Skyworks Solutions
SWKS
$9.79B
$23K ﹤0.01%
119
ADI icon
380
Analog Devices
ADI
$130B
$22K ﹤0.01%
130
-6
ADM icon
381
Archer Daniels Midland
ADM
$29.1B
$22K ﹤0.01%
358
BKNG icon
382
Booking.com
BKNG
$158B
$22K ﹤0.01%
10
KRE icon
383
State Street SPDR S&P Regional Banking ETF
KRE
$3.45B
$22K ﹤0.01%
340
+6
O icon
384
Realty Income
O
$52.8B
$22K ﹤0.01%
334
+100
OHI icon
385
Omega Healthcare
OHI
$13.5B
$22K ﹤0.01%
+607
PNOV icon
386
Innovator US Equity Power Buffer ETF November
PNOV
$971M
$22K ﹤0.01%
734
-2,200
PPG icon
387
PPG Industries
PPG
$22.4B
$22K ﹤0.01%
132
ALK icon
388
Alaska Air
ALK
$4.93B
$21K ﹤0.01%
350
CTVA icon
389
Corteva
CTVA
$45B
$21K ﹤0.01%
470
-178
JHMD icon
390
John Hancock Multifactor Developed International ETF
JHMD
$854M
$21K ﹤0.01%
635
-219
TIP icon
391
iShares TIPS Bond ETF
TIP
$14.5B
$21K ﹤0.01%
166
+86
PSMG
392
DELISTED
Invesco Growth Multi-Asset Allocation ETF
PSMG
$21K ﹤0.01%
1,134
+102
ABNB icon
393
Airbnb
ABNB
$72B
$20K ﹤0.01%
130
+80
AFRM icon
394
Affirm
AFRM
$22.8B
$20K ﹤0.01%
303
INSG icon
395
Inseego
INSG
$158M
$20K ﹤0.01%
200
TGT icon
396
Target
TGT
$41.4B
$20K ﹤0.01%
83
-26
IWP icon
397
iShares Russell Mid-Cap Growth ETF
IWP
$19.9B
$19K ﹤0.01%
166
SYY icon
398
Sysco
SYY
$36.4B
$19K ﹤0.01%
245
ECL icon
399
Ecolab
ECL
$77.3B
$19K ﹤0.01%
+94
HOG icon
400
Harley-Davidson
HOG
$2.86B
$19K ﹤0.01%
425
14 15
16
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