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
KMB icon
76
Kimberly-Clark
KMB
$36B
$503K 0.09%
3,759
+124
WTRG icon
77
Essential Utilities
WTRG
$11.1B
$478K 0.09%
10,453
VOO icon
78
Vanguard S&P 500 ETF
VOO
$798B
$466K 0.08%
1,185
+14
VTIP icon
79
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$16.6B
$457K 0.08%
8,717
-264
CMCSA icon
80
Comcast
CMCSA
$96.9B
$449K 0.08%
7,879
+399
ARKF icon
81
ARK Blockchain & Fintech Innovation ETF
ARKF
$1.12B
$441K 0.08%
8,147
+1,925
PLTR icon
82
Palantir
PLTR
$399B
$421K 0.07%
15,976
VTV icon
83
Vanguard Value ETF
VTV
$152B
$411K 0.07%
2,987
+958
JHSC icon
84
John Hancock Multifactor Small Cap ETF
JHSC
$638M
$408K 0.07%
11,685
-102
HD icon
85
Home Depot
HD
$356B
$385K 0.07%
1,209
+85
JPM icon
86
JPMorgan Chase
JPM
$841B
$384K 0.07%
2,471
+708
DIA icon
87
SPDR Dow Jones Industrial Average ETF Trust
DIA
$41.3B
$383K 0.07%
1,111
HPQ icon
88
HP
HPQ
$22.8B
$380K 0.07%
12,583
SCHE icon
89
Schwab Emerging Markets Equity ETF
SCHE
$11.4B
$373K 0.07%
11,333
+84
IBM icon
90
IBM
IBM
$286B
$358K 0.06%
2,553
META icon
91
Meta Platforms (Facebook)
META
$1.62T
$354K 0.06%
1,017
+450
ORCL icon
92
Oracle
ORCL
$573B
$350K 0.06%
4,501
BA icon
93
Boeing
BA
$142B
$328K 0.06%
1,367
+70
COHR icon
94
Coherent
COHR
$25.7B
$321K 0.06%
4,423
DIS icon
95
Walt Disney
DIS
$191B
$317K 0.06%
1,804
+423
AEP icon
96
American Electric Power
AEP
$64.4B
$310K 0.06%
3,665
VZ icon
97
Verizon
VZ
$172B
$310K 0.06%
5,540
+1,500
SKYY icon
98
First Trust Cloud Computing ETF
SKYY
$3.03B
$304K 0.05%
2,867
BABA icon
99
Alibaba
BABA
$392B
$293K 0.05%
1,292
-122
OVM icon
100
Overlay Shares Municipal Bond ETF
OVM
$31.2M
$279K 0.05%
10,534
+81
2 3
4
5 6