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
CMCSA icon
76
Comcast
CMCSA
$109B
$430K 0.08%
7,480
+54
HPQ icon
77
HP
HPQ
$25.6B
$423K 0.08%
12,583
-262
JHSC icon
78
John Hancock Multifactor Small Cap ETF
JHSC
$606M
$410K 0.08%
11,787
+54
DIA icon
79
SPDR Dow Jones Industrial Average ETF Trust
DIA
$39.4B
$381K 0.07%
1,111
FSKR
80
DELISTED
FS KKR Capital Corp. II
FSKR
$380K 0.07%
18,610
+1,205
HD icon
81
Home Depot
HD
$390B
$372K 0.07%
1,124
-38
SCHE icon
82
Schwab Emerging Markets Equity ETF
SCHE
$11.4B
$359K 0.07%
11,249
-754
IBM icon
83
IBM
IBM
$262B
$352K 0.07%
2,553
ORCL icon
84
Oracle
ORCL
$830B
$350K 0.07%
4,501
+137
PLTR icon
85
Palantir
PLTR
$423B
$323K 0.06%
15,976
+15,916
AEP icon
86
American Electric Power
AEP
$62.9B
$317K 0.06%
3,665
BABA icon
87
Alibaba
BABA
$387B
$313K 0.06%
1,414
PM icon
88
Philip Morris
PM
$246B
$303K 0.06%
3,117
+26
ARKF icon
89
ARK Fintech Innovation ETF
ARKF
$1.43B
$297K 0.06%
6,222
+6,072
BA icon
90
Boeing
BA
$161B
$297K 0.06%
1,297
-100
CWB icon
91
SPDR Bloomberg Convertible Securities ETF
CWB
$4.7B
$296K 0.06%
3,608
+1,892
PEG icon
92
Public Service Enterprise Group
PEG
$42.3B
$287K 0.05%
4,614
COHR icon
93
Coherent
COHR
$18.3B
$285K 0.05%
4,423
CSX icon
94
CSX Corp
CSX
$68.2B
$284K 0.05%
8,400
VTV icon
95
Vanguard Value ETF
VTV
$147B
$282K 0.05%
2,029
JPM icon
96
JPMorgan Chase
JPM
$810B
$280K 0.05%
1,763
+12
SKYY icon
97
First Trust Cloud Computing ETF
SKYY
$3.18B
$273K 0.05%
2,867
OVM icon
98
Overlay Shares Municipal Bond ETF
OVM
$27.9M
$272K 0.05%
10,453
+5,197
PEP icon
99
PepsiCo
PEP
$210B
$268K 0.05%
1,842
-166
MA icon
100
Mastercard
MA
$507B
$262K 0.05%
713
2 3
4
5 6