HFA
Hoover Financial Advisors Portfolio holdings
AUM
$562M
1-Year Return
37.9%
This Quarter Return
+14.54%
1 Year Return
+37.9%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$401M
AUM Growth
+$97.5M
(+32%)
Cap. Flow
+$52M
Cap. Flow
% of AUM
12.97%
Top 10 Holdings %
Top 10 Hldgs %
67.32%
Holding
537
New
352
Increased
52
Reduced
71
Closed
15
Top Buys
| 1 |
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
|
+$27.2M |
| 2 |
Huntington Ingalls Industries
HII
|
+$10.6M |
| 3 |
Invesco QQQ Trust
QQQ
|
+$4.39M |
| 4 |
AT&T
T
|
+$3.12M |
| 5 |
Johnson & Johnson
JNJ
|
+$1.61M |
Top Sells
| 1 |
iShares MSCI EAFE ETF
EFA
|
+$2.44M |
| 2 |
Procter & Gamble
PG
|
+$1.43M |
| 3 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
+$1.14M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$1.03M |
| 5 |
GE Aerospace
GE
|
+$1.02M |
Sector Composition
| 1 | Industrials | 12.25% |
| 2 | Healthcare | 10.08% |
| 3 | Technology | 3.4% |
| 4 | Communication Services | 1.51% |
| 5 | Consumer Discretionary | 1.37% |
