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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

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
SFIX
526
Stitch Fix
SFIX
$494M
$3K ﹤0.01%
+75
SLYV icon
527
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.7B
$3K ﹤0.01%
41
SXC icon
528
SunCoke Energy
SXC
$762M
$3K ﹤0.01%
350
XITK icon
529
State Street SPDR FactSet Innovative Technology ETF
XITK
$66.1M
$3K ﹤0.01%
15
AXLA
530
DELISTED
Axcella Health Inc. Common Stock
AXLA
$3K ﹤0.01%
40
JBLU icon
531
JetBlue
JBLU
$1.83B
$2K ﹤0.01%
100
DAR icon
532
Darling Ingredients
DAR
$9.28B
$2K ﹤0.01%
30
ACVA icon
533
ACV Auctions
ACVA
$999M
$2K ﹤0.01%
+70
BBY icon
534
Best Buy
BBY
$15.8B
$2K ﹤0.01%
+15
BKLN icon
535
Invesco Senior Loan ETF
BKLN
$7.13B
$2K ﹤0.01%
+89
EB
536
DELISTED
Eventbrite
EB
$2K ﹤0.01%
100
GD icon
537
General Dynamics
GD
$93.5B
$2K ﹤0.01%
8
-73
IVOL icon
538
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
$310M
$2K ﹤0.01%
+70
KLAC icon
539
KLA
KLAC
$279B
$2K ﹤0.01%
+7
NLY icon
540
Annaly Capital Management
NLY
$15.9B
$2K ﹤0.01%
67
-884
RDFN
541
DELISTED
Redfin
RDFN
$2K ﹤0.01%
45
SDS icon
542
ProShares UltraShort S&P500
SDS
$438M
$2K ﹤0.01%
10
VERX icon
543
Vertex
VERX
$2.06B
$2K ﹤0.01%
105
WAB icon
544
Wabtec
WAB
$45.1B
$2K ﹤0.01%
+25
BCE icon
545
BCE
BCE
$22.9B
$2K ﹤0.01%
+39
BMRN icon
546
BioMarin Pharmaceuticals
BMRN
$11.2B
$2K ﹤0.01%
30
CCO icon
547
Clear Channel Outdoor Holdings
CCO
$1.22B
$2K ﹤0.01%
1,000
COP icon
548
ConocoPhillips
COP
$142B
$2K ﹤0.01%
+27
D icon
549
Dominion Energy
D
$58.3B
$2K ﹤0.01%
+25
EWZS icon
550
iShares MSCI Brazil Small-Cap ETF
EWZS
$218M
$2K ﹤0.01%
93