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
GNTX icon
426
Gentex
GNTX
$5.24B
$10K ﹤0.01%
300
GPRO icon
427
GoPro
GPRO
$219M
$10K ﹤0.01%
986
NFG icon
428
National Fuel Gas
NFG
$7.72B
$10K ﹤0.01%
192
OKTA icon
429
Okta
OKTA
$15.9B
$10K ﹤0.01%
40
OPK icon
430
Opko Health
OPK
$983M
$10K ﹤0.01%
3,000
RDIB
431
Reading International Class B
RDIB
$260M
$10K ﹤0.01%
500
TIP icon
432
iShares TIPS Bond ETF
TIP
$13.7B
$10K ﹤0.01%
80
+1
TXT icon
433
Textron
TXT
$16.6B
$10K ﹤0.01%
150
VOE icon
434
Vanguard Mid-Cap Value ETF
VOE
$21.1B
$10K ﹤0.01%
67
TWTR
435
DELISTED
Twitter, Inc.
TWTR
$10K ﹤0.01%
187
CNC icon
436
Centene
CNC
$22.5B
$9K ﹤0.01%
125
DDD icon
437
3D Systems Corp
DDD
$403M
$9K ﹤0.01%
372
-100
EPR icon
438
EPR Properties
EPR
$4.26B
$9K ﹤0.01%
194
ITEQ icon
439
Amplify BlueStar Israel Technology ETF
ITEQ
$107M
$9K ﹤0.01%
147
-238
IVOG icon
440
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
$1.44B
$9K ﹤0.01%
90
+50
JHMM icon
441
John Hancock Multifactor Mid Cap ETF
JHMM
$4.83B
$9K ﹤0.01%
179
-1
NCLH icon
442
Norwegian Cruise Line
NCLH
$10B
$9K ﹤0.01%
+312
TAK icon
443
Takeda Pharmaceutical
TAK
$51.1B
$9K ﹤0.01%
545
UP icon
444
Wheels Up
UP
$710M
$9K ﹤0.01%
+90
SPPI
445
DELISTED
Spectrum Pharmaceuticals Inc
SPPI
$9K ﹤0.01%
3,000
KMI icon
446
Kinder Morgan
KMI
$62.2B
$8K ﹤0.01%
429
+104
MS icon
447
Morgan Stanley
MS
$301B
$8K ﹤0.01%
+100
TSCO icon
448
Tractor Supply
TSCO
$27B
$8K ﹤0.01%
200
-30
NKLA
449
DELISTED
Nikola Corporation Common Stock
NKLA
$8K ﹤0.01%
22
AFT
450
DELISTED
Apollo Senior Floating Rate Fund Inc.
AFT
$8K ﹤0.01%
500