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
$562M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
715
New
Increased
Reduced
Closed

Top Buys

1
+$9.43M
2
+$1.91M
3
+$1.6M
4
EMQQ icon
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
+$1.52M
5
PJUN icon
Innovator US Equity Power Buffer ETF June
PJUN
+$1.04M

Top Sells

1
+$134M
2
+$30.5M
3
+$3.97M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.37M
5
OVB icon
Overlay Shares Core Bond ETF
OVB
+$494K

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
MS icon
526
Morgan Stanley
MS
$298B
$6K ﹤0.01%
64
-36
ATVI
527
DELISTED
Activision Blizzard
ATVI
$6K ﹤0.01%
65
AVGO icon
528
Broadcom
AVGO
$1.89T
$6K ﹤0.01%
130
-30
BWA icon
529
BorgWarner
BWA
$11.5B
$6K ﹤0.01%
142
PFFA icon
530
Virtus InfraCap US Preferred Stock ETF
PFFA
$2.31B
$6K ﹤0.01%
220
+3
PLUG icon
531
Plug Power
PLUG
$4.49B
$6K ﹤0.01%
186
SONY icon
532
Sony
SONY
$127B
$6K ﹤0.01%
325
STM icon
533
STMicroelectronics
STM
$39.5B
$6K ﹤0.01%
161
UBER icon
534
Uber
UBER
$158B
$6K ﹤0.01%
127
VIVO
535
DELISTED
Meridian Bioscience Inc
VIVO
$6K ﹤0.01%
265
ALXN
536
DELISTED
Alexion Pharmaceuticals
ALXN
$6K ﹤0.01%
35
PDM
537
Piedmont Realty Trust
PDM
$1.01B
$5K ﹤0.01%
260
ANGL icon
538
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.06B
$5K ﹤0.01%
+156
CC icon
539
Chemours
CC
$3.48B
$5K ﹤0.01%
133
-83
EMB icon
540
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.6B
$5K ﹤0.01%
44
-57
HYLB icon
541
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.43B
$5K ﹤0.01%
124
-267
IVOO icon
542
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.43B
$5K ﹤0.01%
52
JBSS icon
543
John B. Sanfilippo & Son
JBSS
$949M
$5K ﹤0.01%
61
KURE icon
544
KraneShares MSCI All China Health Care Index ETF
KURE
$84.4M
$5K ﹤0.01%
+100
MUNI icon
545
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$2.83B
$5K ﹤0.01%
92
+8
SIRI icon
546
SiriusXM
SIRI
$8.58B
$5K ﹤0.01%
70
SMIN icon
547
iShares MSCI India Small-Cap ETF
SMIN
$631M
$5K ﹤0.01%
85
SPYV icon
548
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$33.3B
$5K ﹤0.01%
115
TOL icon
549
Toll Brothers
TOL
$13.9B
$5K ﹤0.01%
80
TSM icon
550
TSMC
TSM
$1.9T
$5K ﹤0.01%
38
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