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
FNDC icon
526
Schwab Fundamental International Small Company Index ETF
FNDC
$3.01B
$6K ﹤0.01%
155
MPW icon
527
Medical Properties Trust
MPW
$3.38B
$6K ﹤0.01%
300
MS icon
528
Morgan Stanley
MS
$268B
$6K ﹤0.01%
64
-36
PFFA icon
529
Virtus InfraCap US Preferred Stock ETF
PFFA
$1.92B
$6K ﹤0.01%
220
+3
PLUG icon
530
Plug Power
PLUG
$2.67B
$6K ﹤0.01%
186
SONY icon
531
Sony
SONY
$172B
$6K ﹤0.01%
325
STM icon
532
STMicroelectronics
STM
$20.6B
$6K ﹤0.01%
161
UBER icon
533
Uber
UBER
$180B
$6K ﹤0.01%
127
VIVO
534
DELISTED
Meridian Bioscience Inc
VIVO
$6K ﹤0.01%
265
ALXN
535
DELISTED
Alexion Pharmaceuticals
ALXN
$6K ﹤0.01%
35
ATVI
536
DELISTED
Activision Blizzard
ATVI
$6K ﹤0.01%
65
ANGL icon
537
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.11B
$5K ﹤0.01%
+156
CC icon
538
Chemours
CC
$1.92B
$5K ﹤0.01%
133
-83
EMB icon
539
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15.4B
$5K ﹤0.01%
44
-57
HYLB icon
540
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.99B
$5K ﹤0.01%
124
-267
IVOO icon
541
Vanguard S&P Mid-Cap 400 ETF
IVOO
$2.91B
$5K ﹤0.01%
52
JBSS icon
542
John B. Sanfilippo & Son
JBSS
$829M
$5K ﹤0.01%
61
KURE icon
543
KraneShares MSCI All China Health Care Index ETF
KURE
$91.5M
$5K ﹤0.01%
+100
MUNI icon
544
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$2.39B
$5K ﹤0.01%
92
+8
PDM
545
Piedmont Realty Trust
PDM
$1.09B
$5K ﹤0.01%
260
SIRI icon
546
SiriusXM
SIRI
$7B
$5K ﹤0.01%
70
SMIN icon
547
iShares MSCI India Small-Cap ETF
SMIN
$830M
$5K ﹤0.01%
85
SPYV icon
548
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$31.5B
$5K ﹤0.01%
115
TOL icon
549
Toll Brothers
TOL
$13.5B
$5K ﹤0.01%
80
TSM icon
550
TSMC
TSM
$1.49T
$5K ﹤0.01%
38
20 21
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