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
PARA
476
DELISTED
Paramount Global Class B
PARA
$6K ﹤0.01%
150
SMOG icon
477
VanEck Low Carbon Energy ETF
SMOG
$132M
$6K ﹤0.01%
43
SONY icon
478
Sony
SONY
$144B
$6K ﹤0.01%
325
STM icon
479
STMicroelectronics
STM
$24.9B
$6K ﹤0.01%
161
-167
UBER icon
480
Uber
UBER
$176B
$6K ﹤0.01%
127
-100
VLDR
481
DELISTED
Velodyne Lidar, Inc. Common Stock
VLDR
$6K ﹤0.01%
500
ALXN
482
DELISTED
Alexion Pharmaceuticals
ALXN
$6K ﹤0.01%
+35
JBSS icon
483
John B. Sanfilippo & Son
JBSS
$856M
$6K ﹤0.01%
61
LOGI icon
484
Logitech
LOGI
$14B
$6K ﹤0.01%
60
LUMN icon
485
Lumen
LUMN
$8.67B
$6K ﹤0.01%
421
MPW icon
486
Medical Properties Trust
MPW
$3.13B
$6K ﹤0.01%
+300
FNDC icon
487
Schwab Fundamental International Small Company Index ETF
FNDC
$3.15B
$6K ﹤0.01%
155
-60
GDDY icon
488
GoDaddy
GDDY
$14.1B
$6K ﹤0.01%
+75
ATVI
489
DELISTED
Activision Blizzard
ATVI
$6K ﹤0.01%
65
APLS icon
490
Apellis Pharmaceuticals
APLS
$2.52B
$5K ﹤0.01%
+100
IVOO icon
491
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.18B
$5K ﹤0.01%
+52
MUNI icon
492
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$2.56B
$5K ﹤0.01%
84
+36
PDM
493
Piedmont Realty Trust
PDM
$1.06B
$5K ﹤0.01%
260
PFFA icon
494
Virtus InfraCap US Preferred Stock ETF
PFFA
$2.11B
$5K ﹤0.01%
217
+6
SPYV icon
495
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$32.4B
$5K ﹤0.01%
+115
TOL icon
496
Toll Brothers
TOL
$13.9B
$5K ﹤0.01%
+80
IMGN
497
DELISTED
Immunogen Inc
IMGN
$5K ﹤0.01%
660
VIVO
498
DELISTED
Meridian Bioscience Inc
VIVO
$5K ﹤0.01%
265
MBII
499
DELISTED
Marrone Bio Innovations, Inc.
MBII
$5K ﹤0.01%
3,000
EQIX icon
500
Equinix
EQIX
$78.7B
$4K ﹤0.01%
5