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
MS icon
451
Morgan Stanley
MS
$266B
$8K ﹤0.01%
+100
TSCO icon
452
Tractor Supply
TSCO
$26.6B
$8K ﹤0.01%
200
-30
UAA icon
453
Under Armour
UAA
$2.91B
$8K ﹤0.01%
345
NKLA
454
DELISTED
Nikola Corporation Common Stock
NKLA
$8K ﹤0.01%
22
DMTK
455
DELISTED
DermTech, Inc. Common Stock
DMTK
$8K ﹤0.01%
+228
VRAY
456
DELISTED
ViewRay, Inc.
VRAY
$8K ﹤0.01%
+1,540
MAXR
457
DELISTED
Maxar Technologies Inc. Common Stock
MAXR
$8K ﹤0.01%
250
AFT
458
DELISTED
Apollo Senior Floating Rate Fund Inc.
AFT
$8K ﹤0.01%
500
JQC icon
459
Nuveen Credit Strategies Income Fund
JQC
$715M
$7K ﹤0.01%
+1,000
KYN icon
460
Kayne Anderson Energy Infrastructure Fund
KYN
$2.37B
$7K ﹤0.01%
950
AVGO icon
461
Broadcom
AVGO
$1.51T
$7K ﹤0.01%
160
+30
CAT icon
462
Caterpillar
CAT
$341B
$7K ﹤0.01%
30
CC icon
463
Chemours
CC
$2.63B
$7K ﹤0.01%
216
+83
CLX icon
464
Clorox
CLX
$14.2B
$7K ﹤0.01%
38
-37
CNP icon
465
CenterPoint Energy
CNP
$28.7B
$7K ﹤0.01%
300
ESPO icon
466
VanEck Video Gaming and eSports ETF
ESPO
$278M
$7K ﹤0.01%
+100
OLLI icon
467
Ollie's Bargain Outlet
OLLI
$6.65B
$7K ﹤0.01%
85
ABNB icon
468
Airbnb
ABNB
$81.3B
$7K ﹤0.01%
+50
ALB icon
469
Albemarle
ALB
$19.9B
$7K ﹤0.01%
45
LRCX icon
470
Lam Research
LRCX
$278B
$7K ﹤0.01%
120
+10
STZ icon
471
Constellation Brands
STZ
$26.2B
$7K ﹤0.01%
32
WKHS icon
472
Workhorse Group
WKHS
$30.5M
0
ONCR
473
DELISTED
Oncorus, Inc.
ONCR
$7K ﹤0.01%
+500
SMOG icon
474
VanEck Low Carbon Energy ETF
SMOG
$133M
$6K ﹤0.01%
43
SONY icon
475
Sony
SONY
$131B
$6K ﹤0.01%
325