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
$533M
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
669
New
Increased
Reduced
Closed

Top Buys

1
+$30.6M
2
+$29M
3
+$18.6M
4
PAPR icon
Innovator US Equity Power Buffer ETF April
PAPR
+$18M
5
PMAY icon
Innovator US Equity Power Buffer ETF May
PMAY
+$9.63M

Top Sells

1
+$716K
2
+$669K
3
+$566K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$528K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$376K

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
GOOG icon
51
Alphabet (Google) Class C
GOOG
$3.07T
$979K 0.18%
8,480
MRK icon
52
Merck
MRK
$212B
$964K 0.18%
13,038
-661
IVV icon
53
iShares Core S&P 500 ETF
IVV
$660B
$922K 0.17%
2,217
+153
ADP icon
54
Automatic Data Processing
ADP
$114B
$905K 0.17%
4,655
+17
SCHF icon
55
Schwab International Equity ETF
SCHF
$52.4B
$895K 0.17%
45,652
-7,916
EEMV icon
56
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$4.74B
$838K 0.16%
13,278
GOOGL icon
57
Alphabet (Google) Class A
GOOGL
$3.06T
$836K 0.16%
7,360
-40
EFAV icon
58
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.42B
$817K 0.15%
10,907
MDT icon
59
Medtronic
MDT
$123B
$763K 0.14%
6,097
+31
IWD icon
60
iShares Russell 1000 Value ETF
IWD
$64.4B
$760K 0.14%
4,765
+13
WMT icon
61
Walmart
WMT
$859B
$750K 0.14%
16,116
SCHR icon
62
Schwab Intermediately-Term US Treasury ETF
SCHR
$11.6B
$738K 0.14%
26,014
-1,096
RPM icon
63
RPM International
RPM
$14.4B
$671K 0.13%
6,907
TSLA icon
64
Tesla
TSLA
$1.46T
$630K 0.12%
3,063
-3
SEIC icon
65
SEI Investments
SEIC
$9.99B
$627K 0.12%
10,117
PFE icon
66
Pfizer
PFE
$139B
$564K 0.11%
14,333
+166
VSS icon
67
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.85B
$534K 0.1%
3,972
SCHO icon
68
Schwab Short-Term US Treasury ETF
SCHO
$11.3B
$523K 0.1%
20,380
+1,684
VBR icon
69
Vanguard Small-Cap Value ETF
VBR
$31B
$522K 0.1%
3,008
+5
BAC icon
70
Bank of America
BAC
$376B
$490K 0.09%
11,779
+120
KMB icon
71
Kimberly-Clark
KMB
$40.3B
$488K 0.09%
3,635
+14
WTRG icon
72
Essential Utilities
WTRG
$11.6B
$488K 0.09%
10,453
+1,032
VTIP icon
73
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$15.8B
$469K 0.09%
8,981
+1,865
VOO icon
74
Vanguard S&P 500 ETF
VOO
$757B
$446K 0.08%
1,171
-553
CRS icon
75
Carpenter Technology
CRS
$11.9B
$437K 0.08%
+10,278
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3
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