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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

Top Buys

1
+$119M
2
+$33.6M
3
+$26.3M
4
PAPR icon
Innovator US Equity Power Buffer ETF April
PAPR
+$17.6M
5
PMAY icon
Innovator US Equity Power Buffer ETF May
PMAY
+$9.57M

Top Sells

1
+$673K
2
+$638K
3
+$566K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$497K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$346K

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
GNTX icon
426
Gentex
GNTX
$5.34B
$10K ﹤0.01%
300
GPRO icon
427
GoPro
GPRO
$143M
$10K ﹤0.01%
986
NFG icon
428
National Fuel Gas
NFG
$7.39B
$10K ﹤0.01%
192
OKTA icon
429
Okta
OKTA
$20.4B
$10K ﹤0.01%
40
OPK icon
430
Opko Health
OPK
$1.1B
$10K ﹤0.01%
3,000
RDIB
431
Reading International Class B
RDIB
$10K ﹤0.01%
500
TIP icon
432
iShares TIPS Bond ETF
TIP
$14.8B
$10K ﹤0.01%
80
+1
TXT icon
433
Textron
TXT
$16.1B
$10K ﹤0.01%
150
VOE icon
434
Vanguard Mid-Cap Value ETF
VOE
$22.7B
$10K ﹤0.01%
67
TWTR
435
DELISTED
Twitter, Inc.
TWTR
$10K ﹤0.01%
187
IVOG icon
436
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
$1.6B
$9K ﹤0.01%
90
+50
CNC icon
437
Centene
CNC
$31.9B
$9K ﹤0.01%
125
DDD icon
438
3D Systems Corp
DDD
$480M
$9K ﹤0.01%
372
-100
EPR icon
439
EPR Properties
EPR
$4.58B
$9K ﹤0.01%
194
ITEQ icon
440
Amplify BlueStar Israel Technology ETF
ITEQ
$115M
$9K ﹤0.01%
147
-238
JHMM icon
441
John Hancock Multifactor Mid Cap ETF
JHMM
$5.56B
$9K ﹤0.01%
179
-1
NCLH icon
442
Norwegian Cruise Line
NCLH
$8.23B
$9K ﹤0.01%
+312
TAK icon
443
Takeda Pharmaceutical
TAK
$49.6B
$9K ﹤0.01%
545
UP icon
444
Wheels Up
UP
$263M
$9K ﹤0.01%
+5
SPPI
445
DELISTED
Spectrum Pharmaceuticals Inc
SPPI
$9K ﹤0.01%
3,000
BAX icon
446
Baxter International
BAX
$10.6B
$8K ﹤0.01%
100
DSTL icon
447
Distillate US Fundamental Stability & Value ETF
DSTL
$1.83B
$8K ﹤0.01%
+201
ADAP
448
DELISTED
Adaptimmune Therapeutics
ADAP
$8K ﹤0.01%
1,766
ENB icon
449
Enbridge
ENB
$123B
$8K ﹤0.01%
193
KMI icon
450
Kinder Morgan
KMI
$71.1B
$8K ﹤0.01%
429
+104
16 17
18
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