Hoover Financial Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco QQQ Trust
QQQ
|
+$51.2M |
| 2 |
Procter & Gamble
PG
|
+$1.95M |
| 3 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$630K |
| 4 |
Automatic Data Processing
ADP
|
+$579K |
| 5 |
GE Aerospace
GE
|
+$561K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Russell 1000 Value ETF
VONV
|
+$12.2M |
| 2 |
SCHV
Schwab US Large-Cap Value ETF
SCHV
|
+$1.56M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
+$1.52M |
| 4 |
SLY
SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML)
SLY
|
+$1.15M |
| 5 |
iShares Russell Mid-Cap ETF
IWR
|
+$984K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 10.99% |
| 2 | Industrials | 10.31% |
| 3 | Technology | 3.11% |
| 4 | Consumer Staples | 1.63% |
| 5 | Consumer Discretionary | 1.1% |
Similar funds
Hoover Financial Advisors's Q3 2020 Portfolio in Review
As of Q3 2020, Hoover Financial Advisors held 527 positions worth $303M, up 16% from $261M the previous quarter. Its ten largest holdings account for 67% of the portfolio.
Hoover Financial Advisors deployed $29.3M of net new capital in Q3 2020, opening 10 new positions and adding to 68 existing holdings. Its largest new stake was iShares Preferred and Income Securities ETF: 8,482 shares worth $309K.
By sector, the portfolio is most concentrated in Healthcare at 11% of assets, down from 12% a quarter earlier, followed by Industrials and Technology.
On the sell side, the largest reduction was Vanguard Russell 1000 Value ETF, an estimated $12.2M trimmed.
- Hoover Financial Advisors's largest Q3 2020 buy was iShares Preferred and Income Securities ETF: 8,482 shares worth $309K.
- Hoover Financial Advisors added most to Invesco QQQ Trust in Q3 2020, an estimated $51.2M increase.
- Hoover Financial Advisors's biggest Q3 2020 reduction was Vanguard Russell 1000 Value ETF, cutting an estimated $12.2M.
- Hoover Financial Advisors fully exited Coca-Cola in Q3 2020, selling an estimated $408K.
- Hoover Financial Advisors's ten largest holdings make up 67% of its $303M portfolio in Q3 2020.
- Hoover Financial Advisors opened 10 new positions and closed 341 in Q3 2020.
- Hoover Financial Advisors's portfolio value rose 16% quarter-over-quarter to $303M.
Based on Hoover Financial Advisors's 13F filing for Q3 2020, filed 21 Oct 2020.