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
COP icon
676
ConocoPhillips
COP
$112B
– –
-27
CRON
677
Cronos Group
CRON
$953M
– –
-85
CRS icon
678
Carpenter Technology
CRS
$15.8B
– –
-10,278
DEO icon
679
Diageo
DEO
$51.3B
– –
-7
DPZ icon
680
Domino's
DPZ
$14.3B
– –
0
EBON icon
681
Ebang International Holdings
EBON
$22.5M
$0 ﹤0.01%
5
ERIE icon
682
Erie Indemnity
ERIE
$15.4B
– –
-7
ETSY icon
683
Etsy
ETSY
$5.41B
– –
-350
FUBO icon
684
FuboTV Inc
FUBO
$994M
– –
-250
FULT icon
685
Fulton Financial
FULT
$3.32B
– –
-1,000
GDDY icon
686
GoDaddy
GDDY
$17.3B
– –
-75
GVA icon
687
Granite Construction
GVA
$4.65B
$0 ﹤0.01%
2
HAS icon
688
Hasbro
HAS
$11.6B
– –
-13
HSY icon
689
Hershey
HSY
$37.5B
– –
0
IAGG icon
690
iShares Core International Aggregate Bond Fund
IAGG
$11.3B
$0 ﹤0.01%
8
-1
IBND icon
691
SPDR Bloomberg International Corporate Bond ETF
IBND
$382M
– –
-13
ICLN icon
692
iShares Global Clean Energy ETF
ICLN
$1.9B
$0 ﹤0.01%
9
IEUS icon
693
iShares MSCI Europe Small-Cap ETF
IEUS
$143M
$0 ﹤0.01%
+5
INO icon
694
Inovio Pharmaceuticals
INO
$132M
$0 ﹤0.01%
1
ITP icon
695
IT Tech Packaging
ITP
$3.93M
$0 ﹤0.01%
50
KDP icon
696
Keurig Dr Pepper
KDP
$38.3B
$0 ﹤0.01%
5
KODK icon
697
Kodak
KODK
$730M
$0 ﹤0.01%
1
TQQQ icon
698
ProShares UltraPro QQQ
TQQQ
$30.6B
– –
-2,400
TRV icon
699
Travelers Companies
TRV
$64.8B
– –
-8
ULTA icon
700
Ulta Beauty
ULTA
$24.6B
$0 ﹤0.01%
1
25 26 27
28
29