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 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
VCR icon
551
Vanguard Consumer Discretionary ETF
VCR
$6.55B
$5K ﹤0.01%
15
-77
OGS icon
552
ONE Gas
OGS
$4.65B
$4K ﹤0.01%
51
ARLP icon
553
Alliance Resource Partners
ARLP
$3.14B
$4K ﹤0.01%
+500
CIEN icon
554
Ciena
CIEN
$34.3B
$4K ﹤0.01%
65
EA icon
555
Electronic Arts
EA
$51.1B
$4K ﹤0.01%
25
EQIX icon
556
Equinix
EQIX
$78.5B
$4K ﹤0.01%
5
TDAY
557
USA Today Co
TDAY
$884M
$4K ﹤0.01%
715
GP
558
GreenPower Motor Co
GP
$3.6M
$4K ﹤0.01%
20
MAC icon
559
Macerich
MAC
$4.69B
$4K ﹤0.01%
210
NANR icon
560
SPDR S&P North American Natural Resources ETF
NANR
$839M
$4K ﹤0.01%
+101
OXY icon
561
Occidental Petroleum
OXY
$42.5B
$4K ﹤0.01%
117
RSP icon
562
Invesco S&P 500 Equal Weight ETF
RSP
$78.9B
$4K ﹤0.01%
29
-51
SLYV icon
563
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.42B
$4K ﹤0.01%
41
UA icon
564
Under Armour Class C
UA
$2.37B
$4K ﹤0.01%
220
ARTY
565
iShares Future AI & Tech ETF
ARTY
$2.13B
$4K ﹤0.01%
+100
IMGN
566
DELISTED
Immunogen Inc
IMGN
$4K ﹤0.01%
660
BXC icon
567
BlueLinx
BXC
$601M
$3K ﹤0.01%
+50
CCO icon
568
Clear Channel Outdoor Holdings
CCO
$995M
$3K ﹤0.01%
1,000
DXC icon
569
DXC Technology
DXC
$2.67B
$3K ﹤0.01%
81
FDL icon
570
First Trust Morningstar Dividend Leaders Index Fund
FDL
$6.42B
$3K ﹤0.01%
+100
AVNS icon
571
Avanos Medical
AVNS
$551M
$3K ﹤0.01%
81
BMRN icon
572
BioMarin Pharmaceuticals
BMRN
$10.8B
$3K ﹤0.01%
30
CHD icon
573
Church & Dwight Co
CHD
$21.7B
$3K ﹤0.01%
30
CMC icon
574
Commercial Metals
CMC
$8.24B
$3K ﹤0.01%
100
CRVO icon
575
CervoMed
CRVO
$64.7M
$3K ﹤0.01%
+56