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
EXAS icon
401
Exact Sciences
EXAS
$19.5B
$13K ﹤0.01%
130
F icon
402
Ford
F
$54.2B
$13K ﹤0.01%
1,102
+993
HYLB icon
403
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$4.04B
$13K ﹤0.01%
+391
IP icon
404
International Paper
IP
$22.9B
$13K ﹤0.01%
211
LW icon
405
Lamb Weston
LW
$6.02B
$13K ﹤0.01%
166
SHOP icon
406
Shopify
SHOP
$203B
$13K ﹤0.01%
120
HSIC icon
407
Henry Schein
HSIC
$9.42B
$12K ﹤0.01%
+153
IGSB icon
408
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.7B
$12K ﹤0.01%
228
-276
MVIS icon
409
Microvision
MVIS
$272M
$12K ﹤0.01%
835
PINS icon
410
Pinterest
PINS
$17.5B
$12K ﹤0.01%
+200
RSP icon
411
Invesco S&P 500 Equal Weight ETF
RSP
$78.7B
$12K ﹤0.01%
80
+66
SJM icon
412
J.M. Smucker
SJM
$10.9B
$12K ﹤0.01%
90
AAXJ icon
413
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.24B
$11K ﹤0.01%
119
DNLI icon
414
Denali Therapeutics
DNLI
$2.81B
$11K ﹤0.01%
200
DNP icon
415
DNP Select Income Fund
DNP
$3.78B
$11K ﹤0.01%
+1,058
TPIC
416
DELISTED
TPI Composites
TPIC
$11K ﹤0.01%
250
XXII
417
22nd Century Group
XXII
$6.48M
0
EMB icon
418
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$16.5B
$11K ﹤0.01%
101
-897
LVS icon
419
Las Vegas Sands
LVS
$39.9B
$11K ﹤0.01%
200
PAWZ icon
420
ProShares Pet Care ETF
PAWZ
$47.4M
$11K ﹤0.01%
150
+50
SWK icon
421
Stanley Black & Decker
SWK
$13.1B
$11K ﹤0.01%
50
VGR
422
DELISTED
Vector Group Ltd.
VGR
$11K ﹤0.01%
1,167
CNQ icon
423
Canadian Natural Resources
CNQ
$71.6B
$10K ﹤0.01%
+613
CRSP icon
424
CRISPR Therapeutics
CRSP
$5.1B
$10K ﹤0.01%
100
FDS icon
425
Factset
FDS
$10.7B
$10K ﹤0.01%
29