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

Top Buys

1
+$119M
2
+$33.6M
3
+$26.3M
4
PAPR icon
Innovator US Equity Power Buffer ETF April
PAPR
+$17.6M
5
PMAY icon
Innovator US Equity Power Buffer ETF May
PMAY
+$9.57M

Top Sells

1
+$673K
2
+$638K
3
+$566K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$497K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$346K

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
STM icon
476
STMicroelectronics
STM
$29.6B
$6K ﹤0.01%
161
-167
BWA icon
477
BorgWarner
BWA
$10.9B
$6K ﹤0.01%
142
FMB icon
478
First Trust Managed Municipal ETF
FMB
$1.97B
$6K ﹤0.01%
98
+35
FNDC icon
479
Schwab Fundamental International Small Company Index ETF
FNDC
$3.26B
$6K ﹤0.01%
155
-60
GDDY icon
480
GoDaddy
GDDY
$12B
$6K ﹤0.01%
+75
JBSS icon
481
John B. Sanfilippo & Son
JBSS
$927M
$6K ﹤0.01%
61
LOGI icon
482
Logitech
LOGI
$13.5B
$6K ﹤0.01%
60
LUMN icon
483
Lumen
LUMN
$7.13B
$6K ﹤0.01%
421
MPT
484
Medical Properties Trust
MPT
$3.31B
$6K ﹤0.01%
+300
UBER icon
485
Uber
UBER
$158B
$6K ﹤0.01%
127
-100
VLDR
486
DELISTED
Velodyne Lidar, Inc. Common Stock
VLDR
$6K ﹤0.01%
500
ALXN
487
DELISTED
Alexion Pharmaceuticals
ALXN
$6K ﹤0.01%
+35
ATVI
488
DELISTED
Activision Blizzard
ATVI
$6K ﹤0.01%
65
PARA
489
DELISTED
Paramount Global Class B
PARA
$6K ﹤0.01%
150
APLS icon
490
Apellis Pharmaceuticals
APLS
$2.54B
$5K ﹤0.01%
+100
IVOO icon
491
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.21B
$5K ﹤0.01%
+52
MUNI icon
492
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$2.74B
$5K ﹤0.01%
84
+36
PDM
493
Piedmont Realty Trust
PDM
$944M
$5K ﹤0.01%
260
PFFA icon
494
Virtus InfraCap US Preferred Stock ETF
PFFA
$2.24B
$5K ﹤0.01%
217
+6
SPYV icon
495
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$32.9B
$5K ﹤0.01%
+115
TOL icon
496
Toll Brothers
TOL
$14.5B
$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
$95.2B
$4K ﹤0.01%
5
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20
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