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 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
$4.53B
$23K ﹤0.01%
628
EXPE icon
377
Expedia Group
EXPE
$34.9B
$23K ﹤0.01%
142
MKC icon
378
McCormick & Company Non-Voting
MKC
$18B
$23K ﹤0.01%
266
SWKS icon
379
Skyworks Solutions
SWKS
$8.66B
$23K ﹤0.01%
119
ADI icon
380
Analog Devices
ADI
$147B
$22K ﹤0.01%
130
-6
ADM icon
381
Archer Daniels Midland
ADM
$31.3B
$22K ﹤0.01%
358
BKNG icon
382
Booking.com
BKNG
$165B
$22K ﹤0.01%
10
KRE icon
383
State Street SPDR S&P Regional Banking ETF
KRE
$4.04B
$22K ﹤0.01%
340
+6
O icon
384
Realty Income
O
$56.4B
$22K ﹤0.01%
334
+100
OHI icon
385
Omega Healthcare
OHI
$13.2B
$22K ﹤0.01%
+607
PNOV icon
386
Innovator US Equity Power Buffer ETF November
PNOV
$951M
$22K ﹤0.01%
734
-2,200
PPG icon
387
PPG Industries
PPG
$24.7B
$22K ﹤0.01%
132
ALK icon
388
Alaska Air
ALK
$5.8B
$21K ﹤0.01%
350
CTVA icon
389
Corteva
CTVA
$47.1B
$21K ﹤0.01%
470
-178
JHMD icon
390
John Hancock Multifactor Developed International ETF
JHMD
$1.05B
$21K ﹤0.01%
635
-219
TIP icon
391
iShares TIPS Bond ETF
TIP
$13.7B
$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
$79.2B
$20K ﹤0.01%
130
+80
AFRM icon
394
Affirm
AFRM
$24.7B
$20K ﹤0.01%
303
INSG icon
395
Inseego
INSG
$186M
$20K ﹤0.01%
200
TGT icon
396
Target
TGT
$50.4B
$20K ﹤0.01%
83
-26
IWP icon
397
iShares Russell Mid-Cap Growth ETF
IWP
$21.1B
$19K ﹤0.01%
166
SYY icon
398
Sysco
SYY
$37.7B
$19K ﹤0.01%
245
ECL icon
399
Ecolab
ECL
$78.5B
$19K ﹤0.01%
+94
HOG icon
400
Harley-Davidson
HOG
$2.42B
$19K ﹤0.01%
425