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
KMI icon
451
Kinder Morgan
KMI
$70.6B
$8K ﹤0.01%
429
+104
MS icon
452
Morgan Stanley
MS
$298B
$8K ﹤0.01%
+100
TSCO icon
453
Tractor Supply
TSCO
$20.1B
$8K ﹤0.01%
200
-30
UAA icon
454
Under Armour
UAA
$2.72B
$8K ﹤0.01%
345
NKLA
455
DELISTED
Nikola Corporation Common Stock
NKLA
$8K ﹤0.01%
22
DMTK
456
DELISTED
DermTech, Inc. Common Stock
DMTK
$8K ﹤0.01%
+228
VRAY
457
DELISTED
ViewRay, Inc.
VRAY
$8K ﹤0.01%
+1,540
MAXR
458
DELISTED
Maxar Technologies Inc. Common Stock
MAXR
$8K ﹤0.01%
250
ABNB icon
459
Airbnb
ABNB
$85.1B
$7K ﹤0.01%
+50
ALB icon
460
Albemarle
ALB
$22.8B
$7K ﹤0.01%
45
AVGO icon
461
Broadcom
AVGO
$1.99T
$7K ﹤0.01%
160
+30
CAT icon
462
Caterpillar
CAT
$389B
$7K ﹤0.01%
30
CC icon
463
Chemours
CC
$3.63B
$7K ﹤0.01%
216
+83
CLX icon
464
Clorox
CLX
$11.8B
$7K ﹤0.01%
38
-37
CNP icon
465
CenterPoint Energy
CNP
$28.2B
$7K ﹤0.01%
300
ESPO icon
466
VanEck Video Gaming and eSports ETF
ESPO
$266M
$7K ﹤0.01%
+100
JQC icon
467
Nuveen Credit Strategies Income Fund
JQC
$710M
$7K ﹤0.01%
+1,000
KYN icon
468
Kayne Anderson Energy Infrastructure Fund
KYN
$2.28B
$7K ﹤0.01%
950
LRCX icon
469
Lam Research
LRCX
$323B
$7K ﹤0.01%
120
+10
OLLI icon
470
Ollie's Bargain Outlet
OLLI
$5.38B
$7K ﹤0.01%
85
STZ icon
471
Constellation Brands
STZ
$27.6B
$7K ﹤0.01%
32
WKHS icon
472
Workhorse Group
WKHS
$27.8M
0
ONCR
473
DELISTED
Oncorus, Inc.
ONCR
$7K ﹤0.01%
+500
PARA
474
DELISTED
Paramount Global Class B
PARA
$6K ﹤0.01%
150
BWA icon
475
BorgWarner
BWA
$11.6B
$6K ﹤0.01%
142