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
FUBO icon
501
FuboTV Inc
FUBO
$915M
$4K ﹤0.01%
250
EA icon
502
Electronic Arts
EA
$51.1B
$4K ﹤0.01%
25
GILD icon
503
Gilead Sciences
GILD
$155B
$4K ﹤0.01%
53
+8
OGS icon
504
ONE Gas
OGS
$4.72B
$4K ﹤0.01%
+51
PLUG icon
505
Plug Power
PLUG
$3.28B
$4K ﹤0.01%
+186
SIRI icon
506
SiriusXM
SIRI
$6.88B
$4K ﹤0.01%
70
SMIN icon
507
iShares MSCI India Small-Cap ETF
SMIN
$706M
$4K ﹤0.01%
85
TSM icon
508
TSMC
TSM
$1.78T
$4K ﹤0.01%
38
UA icon
509
Under Armour Class C
UA
$2.41B
$4K ﹤0.01%
220
VCIT icon
510
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$59.6B
$4K ﹤0.01%
44
-149
GP
511
GreenPower Motor Co
GP
$3.32M
$3K ﹤0.01%
+20
GPC icon
512
Genuine Parts
GPC
$19B
$3K ﹤0.01%
+21
MAC icon
513
Macerich
MAC
$4.8B
$3K ﹤0.01%
210
OXY icon
514
Occidental Petroleum
OXY
$42.1B
$3K ﹤0.01%
117
QS icon
515
QuantumScape Corp
QS
$6.34B
$3K ﹤0.01%
+100
RDI icon
516
Reading International Class A
RDI
$25.4M
$3K ﹤0.01%
500
SBAC icon
517
SBA Communications
SBAC
$20.7B
$3K ﹤0.01%
10
SFIX icon
518
Stitch Fix
SFIX
$706M
$3K ﹤0.01%
+75
SLYV icon
519
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.41B
$3K ﹤0.01%
41
SXC icon
520
SunCoke Energy
SXC
$670M
$3K ﹤0.01%
350
XITK icon
521
State Street SPDR FactSet Innovative Technology ETF
XITK
$74.3M
$3K ﹤0.01%
15
AXLA
522
DELISTED
Axcella Health Inc. Common Stock
AXLA
$3K ﹤0.01%
40
CHD icon
523
Church & Dwight Co
CHD
$21.8B
$3K ﹤0.01%
+30
CIEN icon
524
Ciena
CIEN
$34.3B
$3K ﹤0.01%
65
AVNS icon
525
Avanos Medical
AVNS
$573M
$3K ﹤0.01%
81