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
ATVI
526
DELISTED
Activision Blizzard
ATVI
$6K ﹤0.01%
65
APLS icon
527
Apellis Pharmaceuticals
APLS
$2.52B
$6K ﹤0.01%
100
AVGO icon
528
Broadcom
AVGO
$1.67T
$6K ﹤0.01%
130
-30
BWA icon
529
BorgWarner
BWA
$10.1B
$6K ﹤0.01%
142
CLX icon
530
Clorox
CLX
$13.4B
$6K ﹤0.01%
32
-6
ELV icon
531
Elevance Health
ELV
$83.3B
$6K ﹤0.01%
+16
FMB icon
532
First Trust Managed Municipal ETF
FMB
$1.97B
$6K ﹤0.01%
108
+10
FNDC icon
533
Schwab Fundamental International Small Company Index ETF
FNDC
$3.15B
$6K ﹤0.01%
155
MPW icon
534
Medical Properties Trust
MPW
$3.13B
$6K ﹤0.01%
300
MS icon
535
Morgan Stanley
MS
$301B
$6K ﹤0.01%
64
-36
PFFA icon
536
Virtus InfraCap US Preferred Stock ETF
PFFA
$2.11B
$6K ﹤0.01%
220
+3
HYLB icon
537
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$4.04B
$5K ﹤0.01%
124
-267
ANGL icon
538
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.19B
$5K ﹤0.01%
+156
PDM
539
Piedmont Realty Trust
PDM
$1.06B
$5K ﹤0.01%
260
CC icon
540
Chemours
CC
$2.34B
$5K ﹤0.01%
133
-83
EMB icon
541
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$16.5B
$5K ﹤0.01%
44
-57
IVOO icon
542
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.18B
$5K ﹤0.01%
52
JBSS icon
543
John B. Sanfilippo & Son
JBSS
$856M
$5K ﹤0.01%
61
KURE icon
544
KraneShares MSCI All China Health Care Index ETF
KURE
$84.8M
$5K ﹤0.01%
+100
MUNI icon
545
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$2.56B
$5K ﹤0.01%
92
+8
SIRI icon
546
SiriusXM
SIRI
$6.88B
$5K ﹤0.01%
70
SMIN icon
547
iShares MSCI India Small-Cap ETF
SMIN
$706M
$5K ﹤0.01%
85
SPYV icon
548
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$32.4B
$5K ﹤0.01%
115
TOL icon
549
Toll Brothers
TOL
$13.9B
$5K ﹤0.01%
80
TSM icon
550
TSMC
TSM
$1.78T
$5K ﹤0.01%
38
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