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
FIS icon
576
Fidelity National Information Services
FIS
$34.3B
$3K ﹤0.01%
+20
GIS icon
577
General Mills
GIS
$25.1B
$3K ﹤0.01%
52
IXUS icon
578
iShares Core MSCI Total International Stock ETF
IXUS
$50.9B
$3K ﹤0.01%
+40
QS icon
579
QuantumScape
QS
$7.05B
$3K ﹤0.01%
100
RDFN
580
DELISTED
Redfin
RDFN
$3K ﹤0.01%
45
RDI icon
581
Reading International Class A
RDI
$29.3M
$3K ﹤0.01%
500
SBAC icon
582
SBA Communications
SBAC
$20.1B
$3K ﹤0.01%
10
XITK icon
583
State Street SPDR FactSet Innovative Technology ETF
XITK
$80.6M
$3K ﹤0.01%
15
EWZS icon
584
iShares MSCI Brazil Small-Cap ETF
EWZS
$191M
$2K ﹤0.01%
93
FARM icon
585
Farmer Brothers
FARM
$33.3M
$2K ﹤0.01%
145
IVOL icon
586
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
$432M
$2K ﹤0.01%
70
JBLU icon
587
JetBlue
JBLU
$1.63B
$2K ﹤0.01%
100
KLAC icon
588
KLA
KLAC
$152B
$2K ﹤0.01%
7
ACVA icon
589
ACV Auctions
ACVA
$1.33B
$2K ﹤0.01%
70
ALLY icon
590
Ally Financial
ALLY
$12.8B
$2K ﹤0.01%
+50
BIP icon
591
Brookfield Infrastructure Partners
BIP
$16.5B
$2K ﹤0.01%
+48
BITF
592
Bitfarms
BITF
$1.96B
$2K ﹤0.01%
+491
CAKE icon
593
Cheesecake Factory
CAKE
$2.36B
$2K ﹤0.01%
45
CARM
594
DELISTED
Carisma Therapeutics
CARM
$2K ﹤0.01%
26
DAR icon
595
Darling Ingredients
DAR
$5.82B
$2K ﹤0.01%
30
EB icon
596
Eventbrite
EB
$242M
$2K ﹤0.01%
100
IIPR icon
597
Innovative Industrial Properties
IIPR
$1.4B
$2K ﹤0.01%
+12
ITA icon
598
iShares US Aerospace & Defense ETF
ITA
$11.7B
$2K ﹤0.01%
14
-241
LCID icon
599
Lucid Motors
LCID
$4.08B
$2K ﹤0.01%
7
MINT icon
600
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$14.5B
$2K ﹤0.01%
+19