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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

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
$327B
$8K ﹤0.01%
+100
TSCO icon
452
Tractor Supply
TSCO
$16.1B
$8K ﹤0.01%
200
-30
UAA icon
453
Under Armour
UAA
$2.45B
$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
ABNB icon
459
Airbnb
ABNB
$76.7B
$7K ﹤0.01%
+50
ALB icon
460
Albemarle
ALB
$17.5B
$7K ﹤0.01%
45
AVGO icon
461
Broadcom
AVGO
$1.78T
$7K ﹤0.01%
160
+30
CAT icon
462
Caterpillar
CAT
$396B
$7K ﹤0.01%
30
CC icon
463
Chemours
CC
$3.06B
$7K ﹤0.01%
216
+83
CLX icon
464
Clorox
CLX
$12.1B
$7K ﹤0.01%
38
-37
CNP icon
465
CenterPoint Energy
CNP
$28B
$7K ﹤0.01%
300
ESPO icon
466
VanEck Video Gaming and eSports ETF
ESPO
$238M
$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
$2.39B
$7K ﹤0.01%
950
LRCX icon
469
Lam Research
LRCX
$408B
$7K ﹤0.01%
120
+10
OLLI icon
470
Ollie's Bargain Outlet
OLLI
$4.7B
$7K ﹤0.01%
85
STZ icon
471
Constellation Brands
STZ
$24.3B
$7K ﹤0.01%
32
WKHS icon
472
Workhorse Group
WKHS
$33.9M
0
ONCR
473
DELISTED
Oncorus, Inc.
ONCR
$7K ﹤0.01%
+500
BWA icon
474
BorgWarner
BWA
$14.9B
$6K ﹤0.01%
142
FMB icon
475
First Trust Managed Municipal ETF
FMB
$2.04B
$6K ﹤0.01%
98
+35