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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

Top Buys

1
+$119M
2
+$33.6M
3
+$26.3M
4
PAPR icon
Innovator US Equity Power Buffer ETF April
PAPR
+$17.6M
5
PMAY icon
Innovator US Equity Power Buffer ETF May
PMAY
+$9.57M

Top Sells

1
+$673K
2
+$638K
3
+$566K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$497K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$346K

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
AM icon
601
Antero Midstream
AM
$10.1B
– –
-3,000
AMC icon
602
AMC Entertainment Holdings
AMC
$1.46B
$0 ﹤0.01%
+2
BANC icon
603
Banc of California
BANC
$3.01B
$0 ﹤0.01%
+10
BAUG icon
604
Innovator US Equity Buffer ETF August
BAUG
$193M
– –
-1,000
BHF icon
605
Brighthouse Financial
BHF
$3.61B
$0 ﹤0.01%
+7
BNOV icon
606
Innovator US Equity Buffer ETF November
BNOV
$212M
– –
-1,694
BSEP icon
607
Innovator US Equity Buffer ETF September
BSEP
$212M
– –
-1,019
BWX icon
608
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.42B
– –
-466
BBBY
609
Bed Bath & Beyond
BBBY
$430M
– –
-330
EMR icon
610
Emerson Electric
EMR
$79.8B
– –
-143
ES icon
611
Eversource Energy
ES
$26.1B
– –
-124
FOLD
612
DELISTED
Amicus Therapeutics
FOLD
– –
-3,419
GVA icon
613
Granite Construction
GVA
$6.13B
$0 ﹤0.01%
+2
HAL icon
614
Halliburton
HAL
$33.1B
– –
-1,250
HCSG icon
615
Healthcare Services Group
HCSG
$1.46B
– –
-606
HSY icon
616
Hershey
HSY
$35.7B
– –
0
IAGG icon
617
iShares Core International Aggregate Bond Fund
IAGG
$11.3B
$0 ﹤0.01%
9
-36
IBND icon
618
State Street SPDR Bloomberg International Corporate Bond ETF
IBND
$463M
$0 ﹤0.01%
13
-393
ICLN icon
619
iShares Global Clean Energy ETF
ICLN
$3B
$0 ﹤0.01%
+9
INO icon
620
Inovio Pharmaceuticals
INO
$90.5M
$0 ﹤0.01%
+1
ITP icon
621
IT Tech Packaging
ITP
$4.43M
$0 ﹤0.01%
+50
JPEM icon
622
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
$381M
– –
-47
KDP icon
623
Keurig Dr Pepper
KDP
$42.8B
$0 ﹤0.01%
+5
NEM icon
624
Newmont
NEM
$105B
– –
-200
NVT icon
625
nVent Electric
NVT
$26.5B
$0 ﹤0.01%
+15
23 24
25
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