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

Top Buys

1
+$30.6M
2
+$29M
3
+$18.6M
4
PAPR icon
Innovator US Equity Power Buffer ETF April
PAPR
+$18M
5
PMAY icon
Innovator US Equity Power Buffer ETF May
PMAY
+$9.63M

Top Sells

1
+$716K
2
+$669K
3
+$566K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$528K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$376K

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
PSMB
376
DELISTED
Invesco Balanced Multi-Asset Allocation ETF
PSMB
$17K ﹤0.01%
+1,041
BNDX icon
377
Vanguard Total International Bond ETF
BNDX
$74.7B
$16K ﹤0.01%
279
+14
ZBH icon
378
Zimmer Biomet
ZBH
$17.3B
$16K ﹤0.01%
99
ESGE icon
379
iShares ESG Aware MSCI EM ETF
ESGE
$5.9B
$16K ﹤0.01%
358
INSG icon
380
Inseego
INSG
$186M
$16K ﹤0.01%
200
+50
QUAL icon
381
iShares MSCI USA Quality Factor ETF
QUAL
$49.1B
$16K ﹤0.01%
125
VIOO icon
382
Vanguard S&P Small-Cap 600 ETF
VIOO
$3.33B
$16K ﹤0.01%
162
+26
VTEB icon
383
Vanguard Tax-Exempt Bond Index Fund
VTEB
$42.8B
$16K ﹤0.01%
290
BOTZ icon
384
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.36B
$16K ﹤0.01%
487
+310
EDIT icon
385
Editas Medicine
EDIT
$198M
$15K ﹤0.01%
472
GTLS icon
386
Chart Industries
GTLS
$9.32B
$15K ﹤0.01%
100
MUB icon
387
iShares National Muni Bond ETF
MUB
$42.1B
$15K ﹤0.01%
129
NOC icon
388
Northrop Grumman
NOC
$95.2B
$15K ﹤0.01%
41
-78
SCZ icon
389
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.2B
$15K ﹤0.01%
200
O icon
390
Realty Income
O
$56.4B
$15K ﹤0.01%
234
RCL icon
391
Royal Caribbean
RCL
$75.3B
$15K ﹤0.01%
187
+44
VEEV icon
392
Veeva Systems
VEEV
$36.5B
$15K ﹤0.01%
58
PENN icon
393
PENN Entertainment
PENN
$1.9B
$14K ﹤0.01%
174
MET icon
394
MetLife
MET
$50.6B
$14K ﹤0.01%
216
CVS icon
395
CVS Health
CVS
$99.8B
$14K ﹤0.01%
171
-94
HACK icon
396
Amplify Cybersecurity ETF
HACK
$2.07B
$14K ﹤0.01%
246
+181
LULU icon
397
lululemon athletica
LULU
$23.7B
$14K ﹤0.01%
45
-257
WELL icon
398
Welltower
WELL
$131B
$14K ﹤0.01%
187
+27
BTZ icon
399
BlackRock Credit Allocation Income Trust
BTZ
$995M
$13K ﹤0.01%
880
C icon
400
Citigroup
C
$211B
$13K ﹤0.01%
172
+22
14 15
16
17 18