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
FMB icon
476
First Trust Managed Municipal ETF
FMB
$2B
$6K ﹤0.01%
98
+35
FNDC icon
477
Schwab Fundamental International Small Company Index ETF
FNDC
$3.27B
$6K ﹤0.01%
155
-60
GDDY icon
478
GoDaddy
GDDY
$11.8B
$6K ﹤0.01%
+75
JBSS icon
479
John B. Sanfilippo & Son
JBSS
$942M
$6K ﹤0.01%
61
LOGI icon
480
Logitech
LOGI
$13.9B
$6K ﹤0.01%
60
LUMN icon
481
Lumen
LUMN
$9.28B
$6K ﹤0.01%
421
MPT
482
Medical Properties Trust
MPT
$3.19B
$6K ﹤0.01%
+300
SMOG icon
483
VanEck Low Carbon Energy ETF
SMOG
$148M
$6K ﹤0.01%
43
SONY icon
484
Sony
SONY
$121B
$6K ﹤0.01%
325
STM icon
485
STMicroelectronics
STM
$44.2B
$6K ﹤0.01%
161
-167
UBER icon
486
Uber
UBER
$152B
$6K ﹤0.01%
127
-100
VLDR
487
DELISTED
Velodyne Lidar, Inc. Common Stock
VLDR
$6K ﹤0.01%
500
ALXN
488
DELISTED
Alexion Pharmaceuticals
ALXN
$6K ﹤0.01%
+35
ATVI
489
DELISTED
Activision Blizzard
ATVI
$6K ﹤0.01%
65
IMGN
490
DELISTED
Immunogen Inc
IMGN
$5K ﹤0.01%
660
VIVO
491
DELISTED
Meridian Bioscience Inc
VIVO
$5K ﹤0.01%
265
MBII
492
DELISTED
Marrone Bio Innovations, Inc.
MBII
$5K ﹤0.01%
3,000
APLS icon
493
Apellis Pharmaceuticals
APLS
$5.23B
$5K ﹤0.01%
+100
IVOO icon
494
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.39B
$5K ﹤0.01%
+52
MUNI icon
495
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$2.83B
$5K ﹤0.01%
84
+36
PDM
496
Piedmont Realty Trust
PDM
$1.01B
$5K ﹤0.01%
260
PFFA icon
497
Virtus InfraCap US Preferred Stock ETF
PFFA
$2.31B
$5K ﹤0.01%
217
+6
SPYV icon
498
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$33.3B
$5K ﹤0.01%
+115
TOL icon
499
Toll Brothers
TOL
$14B
$5K ﹤0.01%
+80
EQIX icon
500
Equinix
EQIX
$110B
$4K ﹤0.01%
5
18 19
20
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