Hoover Financial Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Russell 1000 Growth ETF
VONG
|
+$119M |
| 2 |
Vanguard Russell 1000 Value ETF
VONV
|
+$33.6M |
| 3 |
AT&T
T
|
+$26.3M |
| 4 |
Innovator US Equity Power Buffer ETF April
PAPR
|
+$17.6M |
| 5 |
Innovator US Equity Power Buffer ETF May
PMAY
|
+$9.57M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Russell Mid-Cap ETF
IWR
|
+$673K |
| 2 |
iShares MSCI EAFE ETF
EFA
|
+$638K |
| 3 |
iShares Short-Term National Muni Bond ETF
SUB
|
+$566K |
| 4 |
Schwab US Broad Market ETF
SCHB
|
+$497K |
| 5 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
+$346K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Industrials | 11.53% |
| 2 | Healthcare | 8.26% |
| 3 | Communication Services | 6.76% |
| 4 | Technology | 2.71% |
| 5 | Energy | 1.51% |
Similar funds
Hoover Financial Advisors's Q1 2021 Portfolio in Review
As of Q1 2021, Hoover Financial Advisors held 667 positions worth $533M, up 33% from $401M the previous quarter. Its ten largest holdings account for 61% of the portfolio.
Hoover Financial Advisors deployed $255M of net new capital in Q1 2021, opening 143 new positions and adding to 126 existing holdings. Its largest new stake was Innovator US Equity Power Buffer ETF April: 641,942 shares worth $18M.
By sector, the portfolio is most concentrated in Industrials at 12% of assets, down from 12% a quarter earlier, followed by Healthcare and Communication Services.
On the sell side, the largest reduction was iShares Russell Mid-Cap ETF, an estimated $673K trimmed.
- Hoover Financial Advisors's largest Q1 2021 buy was Innovator US Equity Power Buffer ETF April: 641,942 shares worth $18M.
- Hoover Financial Advisors added most to Vanguard Russell 1000 Growth ETF in Q1 2021, an estimated $119M increase.
- Hoover Financial Advisors's biggest Q1 2021 reduction was iShares Russell Mid-Cap ETF, cutting an estimated $673K.
- Hoover Financial Advisors fully exited iShares Short-Term National Muni Bond ETF in Q1 2021, selling an estimated $566K.
- Hoover Financial Advisors's ten largest holdings make up 61% of its $533M portfolio in Q1 2021.
- Hoover Financial Advisors opened 143 new positions and closed 44 in Q1 2021.
- Hoover Financial Advisors's portfolio value rose 33% quarter-over-quarter to $533M.
Based on Hoover Financial Advisors's 13F filing for Q1 2021, filed 14 May 2021.