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
$562M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
715
New
Increased
Reduced
Closed

Top Buys

1
+$9.15M
2
+$1.92M
3
+$1.61M
4
EMQQ icon
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
+$1.54M
5
PJUN icon
Innovator US Equity Power Buffer ETF June
PJUN
+$1.05M

Top Sells

1
+$142M
2
+$30.5M
3
+$3.8M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.45M
5
OVB icon
Overlay Shares Core Bond ETF
OVB
+$502K

Sector Composition

1 Industrials 10.68%
2 Healthcare 8.08%
3 Communication Services 5.26%
4 Consumer Staples 3%
5 Technology 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWF icon
26
iShares Russell 1000 Growth ETF
IWF
$125B
$4.65M 0.83%
17,117
-334
VWO icon
27
Vanguard FTSE Emerging Markets ETF
VWO
$104B
$4.13M 0.74%
76,139
+287
IEFA icon
28
iShares Core MSCI EAFE ETF
IEFA
$159B
$4.04M 0.72%
53,925
+1,314
VB icon
29
Vanguard Small-Cap ETF
VB
$68.8B
$3.96M 0.71%
17,584
+41
PMAR icon
30
Innovator US Equity Power Buffer ETF March
PMAR
$615M
$3.24M 0.58%
106,070
-592
DWAS icon
31
Invesco Dorsey Wright SmallCap Momentum ETF
DWAS
$732M
$3.09M 0.55%
34,399
+971
OVB icon
32
Overlay Shares Core Bond ETF
OVB
$33.1M
$2.95M 0.53%
112,252
-19,084
PIZ icon
33
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
$491M
$2.59M 0.46%
68,603
+901
AMZN icon
34
Amazon
AMZN
$2.5T
$2.53M 0.45%
14,720
+2,100
MSFT icon
35
Microsoft
MSFT
$3.62T
$2.32M 0.41%
8,556
+202
PG icon
36
Procter & Gamble
PG
$345B
$2.2M 0.39%
16,273
+76
USMV icon
37
iShares MSCI USA Min Vol Factor ETF
USMV
$22.8B
$2.17M 0.39%
29,498
+1
EEM icon
38
iShares MSCI Emerging Markets ETF
EEM
$20.6B
$2.01M 0.36%
36,422
-1,574
UJUL icon
39
Innovator US Equity Ultra Buffer ETF July
UJUL
$214M
$1.92M 0.34%
+71,147
VEA icon
40
Vanguard FTSE Developed Markets ETF
VEA
$184B
$1.9M 0.34%
36,856
-739
PJUL icon
41
Innovator US Equity Power Buffer ETF July
PJUL
$1.12B
$1.61M 0.29%
+54,239
VIG icon
42
Vanguard Dividend Appreciation ETF
VIG
$100B
$1.53M 0.27%
9,907
-86
UNH icon
43
UnitedHealth
UNH
$293B
$1.5M 0.27%
3,734
+51
AMGN icon
44
Amgen
AMGN
$182B
$1.38M 0.25%
5,672
XOM icon
45
Exxon Mobil
XOM
$492B
$1.28M 0.23%
20,353
-219
IWM icon
46
iShares Russell 2000 ETF
IWM
$71.3B
$1.26M 0.23%
5,513
+81
BRK.B icon
47
Berkshire Hathaway Class B
BRK.B
$1.1T
$1.24M 0.22%
4,462
+779
MRK icon
48
Merck
MRK
$253B
$1.15M 0.21%
14,820
+1,782
GOOGL icon
49
Alphabet (Google) Class A
GOOGL
$3.8T
$1.14M 0.2%
9,360
+2,000
MDY icon
50
SPDR S&P MidCap 400 ETF Trust
MDY
$23.4B
$1.1M 0.2%
2,251
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