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
SFIX icon
526
Stitch Fix
SFIX
$706M
$3K ﹤0.01%
+75
SLYV icon
527
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.41B
$3K ﹤0.01%
41
SXC icon
528
SunCoke Energy
SXC
$670M
$3K ﹤0.01%
350
XITK icon
529
State Street SPDR FactSet Innovative Technology ETF
XITK
$74.3M
$3K ﹤0.01%
15
AXLA
530
DELISTED
Axcella Health Inc. Common Stock
AXLA
$3K ﹤0.01%
40
BCE icon
531
BCE
BCE
$22.5B
$2K ﹤0.01%
+39
JBLU icon
532
JetBlue
JBLU
$1.96B
$2K ﹤0.01%
100
KLAC icon
533
KLA
KLAC
$206B
$2K ﹤0.01%
+7
NLY icon
534
Annaly Capital Management
NLY
$16.7B
$2K ﹤0.01%
67
-884
ACVA icon
535
ACV Auctions
ACVA
$1.5B
$2K ﹤0.01%
+70
BBY icon
536
Best Buy
BBY
$14.2B
$2K ﹤0.01%
+15
BKLN icon
537
Invesco Senior Loan ETF
BKLN
$7.06B
$2K ﹤0.01%
+89
BMRN icon
538
BioMarin Pharmaceuticals
BMRN
$10.5B
$2K ﹤0.01%
30
CCO icon
539
Clear Channel Outdoor Holdings
CCO
$1.06B
$2K ﹤0.01%
1,000
COP icon
540
ConocoPhillips
COP
$121B
$2K ﹤0.01%
+27
D icon
541
Dominion Energy
D
$52.2B
$2K ﹤0.01%
+25
DAR icon
542
Darling Ingredients
DAR
$6.26B
$2K ﹤0.01%
30
EB icon
543
Eventbrite
EB
$440M
$2K ﹤0.01%
100
EWZS icon
544
iShares MSCI Brazil Small-Cap ETF
EWZS
$172M
$2K ﹤0.01%
93
GD icon
545
General Dynamics
GD
$99.2B
$2K ﹤0.01%
8
-73
IVOL icon
546
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
$485M
$2K ﹤0.01%
+70
RDFN
547
DELISTED
Redfin
RDFN
$2K ﹤0.01%
45
SDS icon
548
ProShares UltraShort S&P500
SDS
$338M
$2K ﹤0.01%
10
VERX icon
549
Vertex
VERX
$3.08B
$2K ﹤0.01%
105
WAB icon
550
Wabtec
WAB
$39.3B
$2K ﹤0.01%
+25