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
ADAP
451
DELISTED
Adaptimmune Therapeutics
ADAP
$8K ﹤0.01%
1,766
BAX icon
452
Baxter International
BAX
$10.3B
$8K ﹤0.01%
100
DSTL icon
453
Distillate US Fundamental Stability & Value ETF
DSTL
$1.9B
$8K ﹤0.01%
+201
ENB icon
454
Enbridge
ENB
$104B
$8K ﹤0.01%
193
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
UAA icon
458
Under Armour
UAA
$2.45B
$8K ﹤0.01%
345
JQC icon
459
Nuveen Credit Strategies Income Fund
JQC
$748M
$7K ﹤0.01%
+1,000
KYN icon
460
Kayne Anderson Energy Infrastructure Fund
KYN
$2.13B
$7K ﹤0.01%
950
LRCX icon
461
Lam Research
LRCX
$280B
$7K ﹤0.01%
120
+10
OLLI icon
462
Ollie's Bargain Outlet
OLLI
$7.15B
$7K ﹤0.01%
85
STZ icon
463
Constellation Brands
STZ
$27.2B
$7K ﹤0.01%
32
WKHS icon
464
Workhorse Group
WKHS
$45.6M
0
ONCR
465
DELISTED
Oncorus, Inc.
ONCR
$7K ﹤0.01%
+500
ABNB icon
466
Airbnb
ABNB
$79.2B
$7K ﹤0.01%
+50
ALB icon
467
Albemarle
ALB
$19.2B
$7K ﹤0.01%
45
AVGO icon
468
Broadcom
AVGO
$1.67T
$7K ﹤0.01%
160
+30
CAT icon
469
Caterpillar
CAT
$303B
$7K ﹤0.01%
30
CC icon
470
Chemours
CC
$2.34B
$7K ﹤0.01%
216
+83
CLX icon
471
Clorox
CLX
$13.4B
$7K ﹤0.01%
38
-37
CNP icon
472
CenterPoint Energy
CNP
$25.9B
$7K ﹤0.01%
300
ESPO icon
473
VanEck Video Gaming and eSports ETF
ESPO
$349M
$7K ﹤0.01%
+100
BWA icon
474
BorgWarner
BWA
$10.1B
$6K ﹤0.01%
142
FMB icon
475
First Trust Managed Municipal ETF
FMB
$1.97B
$6K ﹤0.01%
98
+35