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 Buys

1
+$9.15M
2
+$1.92M
3
+$1.61M
4
EMQQ icon
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
+$1.54M
5
PJUN icon
Innovator US Equity Power Buffer ETF June
PJUN
+$1.05M

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
NLY icon
601
Annaly Capital Management
NLY
$15.6B
$2K ﹤0.01%
67
SDS icon
602
ProShares UltraShort S&P500
SDS
$364M
$2K ﹤0.01%
10
SOXL icon
603
Direxion Daily Semiconductor Bull 3X Shares
SOXL
$14.1B
$2K ﹤0.01%
+35
SXC icon
604
SunCoke Energy
SXC
$545M
$2K ﹤0.01%
350
VERX icon
605
Vertex
VERX
$3.07B
$2K ﹤0.01%
105
MJO
606
DELISTED
MicroSectors Cannabis 2X Leveraged ETNs
MJO
$2K ﹤0.01%
15
QTUM icon
607
Defiance Quantum ETF
QTUM
$2.96B
$1K ﹤0.01%
16
SIG icon
608
Signet Jewelers
SIG
$3.92B
$1K ﹤0.01%
15
CNBS icon
609
Amplify Seymour Cannabis ETF
CNBS
$85.3M
$1K ﹤0.01%
2
FNDE icon
610
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$8.11B
$1K ﹤0.01%
32
FSLY icon
611
Fastly
FSLY
$1.76B
$1K ﹤0.01%
10
-10
GILD icon
612
Gilead Sciences
GILD
$154B
$1K ﹤0.01%
20
-33
GM icon
613
General Motors
GM
$68.1B
$1K ﹤0.01%
9
ITRM icon
614
Iterum Therapeutics
ITRM
$23.8M
$1K ﹤0.01%
33
J icon
615
Jacobs Solutions
J
$15.8B
$1K ﹤0.01%
12
K icon
616
Kellanova
K
$28.9B
$1K ﹤0.01%
21
LAZR icon
617
Luminar Technologies
LAZR
$67M
$1K ﹤0.01%
3
MDYG icon
618
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.43B
$1K ﹤0.01%
19
MNMD icon
619
MindMed
MNMD
$1.19B
$1K ﹤0.01%
+27
MU icon
620
Micron Technology
MU
$271B
$1K ﹤0.01%
6
-320
OCGN icon
621
Ocugen
OCGN
$369M
$1K ﹤0.01%
100
PNR icon
622
Pentair
PNR
$17.2B
$1K ﹤0.01%
15
SPTM icon
623
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.7B
$1K ﹤0.01%
10
STNE icon
624
StoneCo
STNE
$4.4B
$1K ﹤0.01%
20
TBLL icon
625
Invesco Short Term Treasury ETF
TBLL
$2.22B
$1K ﹤0.01%
+10
23 24
25
26 27