HFA

Hoover Financial Advisors Portfolio holdings

AUM $562M
1-Year Est. Return 37.9%
This Fund
S&P 500
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
$19.7B
$13K ﹤0.01%
130
F icon
402
Ford
F
$51.7B
$13K ﹤0.01%
1,102
+993
HYLB icon
403
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.69B
$13K ﹤0.01%
+391
IP icon
404
International Paper
IP
$22.4B
$13K ﹤0.01%
211
LW icon
405
Lamb Weston
LW
$6.36B
$13K ﹤0.01%
166
SHOP icon
406
Shopify
SHOP
$168B
$13K ﹤0.01%
120
PINS icon
407
Pinterest
PINS
$13B
$12K ﹤0.01%
+200
HSIC icon
408
Henry Schein
HSIC
$9.51B
$12K ﹤0.01%
+153
IGSB icon
409
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.4B
$12K ﹤0.01%
228
-276
MVIS icon
410
Microvision
MVIS
$245M
$12K ﹤0.01%
835
RSP icon
411
Invesco S&P 500 Equal Weight ETF
RSP
$89.5B
$12K ﹤0.01%
80
+66
SJM icon
412
J.M. Smucker
SJM
$12B
$12K ﹤0.01%
90
AAXJ icon
413
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.74B
$11K ﹤0.01%
119
DNLI icon
414
Denali Therapeutics
DNLI
$3.13B
$11K ﹤0.01%
200
DNP icon
415
DNP Select Income Fund
DNP
$3.98B
$11K ﹤0.01%
+1,058
EMB icon
416
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$16.3B
$11K ﹤0.01%
101
-897
LVS icon
417
Las Vegas Sands
LVS
$38.1B
$11K ﹤0.01%
200
PAWZ icon
418
ProShares Pet Care ETF
PAWZ
$44.3M
$11K ﹤0.01%
150
+50
SWK icon
419
Stanley Black & Decker
SWK
$12.6B
$11K ﹤0.01%
50
TPIC
420
DELISTED
TPI Composites
TPIC
$11K ﹤0.01%
250
XXII
421
22nd Century Group
XXII
$2.08M
0
VGR
422
DELISTED
Vector Group Ltd.
VGR
$11K ﹤0.01%
1,167
CNQ icon
423
Canadian Natural Resources
CNQ
$91.5B
$10K ﹤0.01%
+613
CRSP icon
424
CRISPR Therapeutics
CRSP
$5.73B
$10K ﹤0.01%
100
FDS icon
425
Factset
FDS
$8.4B
$10K ﹤0.01%
29