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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
THCX
551
DELISTED
AXS Cannabis ETF
THCX
$1K ﹤0.01%
+4
CNI icon
552
Canadian National Railway
CNI
$73B
$1K ﹤0.01%
+7
CRON
553
Cronos Group
CRON
$1.04B
$1K ﹤0.01%
85
-507
DEO icon
554
Diageo
DEO
$44.7B
$1K ﹤0.01%
+7
ERIE icon
555
Erie Indemnity
ERIE
$12B
$1K ﹤0.01%
+7
FARM
556
DELISTED
Farmer Brothers
FARM
$1K ﹤0.01%
+145
FNDE icon
557
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.33B
$1K ﹤0.01%
+32
FSLY icon
558
Fastly Inc
FSLY
$2.92B
$1K ﹤0.01%
20
GM icon
559
General Motors
GM
$75.5B
$1K ﹤0.01%
+9
HAS icon
560
Hasbro
HAS
$11.9B
$1K ﹤0.01%
+13
ITRM
561
DELISTED
Iterum Therapeutics
ITRM
$1K ﹤0.01%
+33
J icon
562
Jacobs Solutions
J
$14.8B
$1K ﹤0.01%
12
K
563
DELISTED
Kellanova
K
$1K ﹤0.01%
21
LAZR
564
DELISTED
Luminar Technologies
LAZR
$1K ﹤0.01%
3
-30
LCID icon
565
Lucid Motors
LCID
$2.01B
$1K ﹤0.01%
+7
LHX icon
566
L3Harris
LHX
$57.4B
$1K ﹤0.01%
+4
MDYG icon
567
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.8B
$1K ﹤0.01%
19
-7
OCGN icon
568
Ocugen
OCGN
$420M
$1K ﹤0.01%
100
-700
OTIS icon
569
Otis Worldwide
OTIS
$27.3B
$1K ﹤0.01%
+7
PNR icon
570
Pentair
PNR
$12.1B
$1K ﹤0.01%
+15
QTUM icon
571
Defiance Quantum ETF
QTUM
$5.72B
$1K ﹤0.01%
+16
REYN icon
572
Reynolds Consumer Products
REYN
$4.85B
$1K ﹤0.01%
+43
SIG icon
573
Signet Jewelers
SIG
$3.37B
$1K ﹤0.01%
+15
SPTM icon
574
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.3B
$1K ﹤0.01%
+10
STNE icon
575
StoneCo
STNE
$2.59B
$1K ﹤0.01%
+20