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
KLAC icon
601
KLA
KLAC
$188B
$2K ﹤0.01%
7
LCID icon
602
Lucid Motors
LCID
$3.26B
$2K ﹤0.01%
7
MINT icon
603
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$14.7B
$2K ﹤0.01%
+19
NLY icon
604
Annaly Capital Management
NLY
$15.9B
$2K ﹤0.01%
67
SDS icon
605
ProShares UltraShort S&P500
SDS
$337M
$2K ﹤0.01%
10
SOXL icon
606
Direxion Daily Semiconductor Bull 3X Shares
SOXL
$14.5B
$2K ﹤0.01%
+35
QTUM icon
607
Defiance Quantum ETF
QTUM
$3.52B
$1K ﹤0.01%
16
SIG icon
608
Signet Jewelers
SIG
$3.64B
$1K ﹤0.01%
15
CNBS icon
609
Amplify Seymour Cannabis ETF
CNBS
$109M
$1K ﹤0.01%
2
FNDE icon
610
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$8.62B
$1K ﹤0.01%
32
FSLY icon
611
Fastly Inc
FSLY
$1.38B
$1K ﹤0.01%
10
-10
GILD icon
612
Gilead Sciences
GILD
$154B
$1K ﹤0.01%
20
-33
GM icon
613
General Motors
GM
$75.8B
$1K ﹤0.01%
9
ITRM icon
614
Iterum Therapeutics
ITRM
$17.4M
$1K ﹤0.01%
33
J icon
615
Jacobs Solutions
J
$16.4B
$1K ﹤0.01%
12
TEVA icon
616
Teva Pharmaceuticals
TEVA
$37.1B
$1K ﹤0.01%
75
UAL icon
617
United Airlines
UAL
$37.6B
$1K ﹤0.01%
12
K
618
DELISTED
Kellanova
K
$1K ﹤0.01%
21
LAZR
619
DELISTED
Luminar Technologies
LAZR
$1K ﹤0.01%
3
MDYG icon
620
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.62B
$1K ﹤0.01%
19
MNMD icon
621
MindMed
MNMD
$1.48B
$1K ﹤0.01%
+27
MU icon
622
Micron Technology
MU
$379B
$1K ﹤0.01%
6
-320
OCGN icon
623
Ocugen
OCGN
$506M
$1K ﹤0.01%
100
PNR icon
624
Pentair
PNR
$17B
$1K ﹤0.01%
15
SPTM icon
625
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$12.3B
$1K ﹤0.01%
10