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
IVE icon
126
iShares S&P 500 Value ETF
IVE
$49.4B
$199K 0.04%
1,338
+7
XLY icon
127
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$24.5B
$198K 0.04%
2,296
+1,106
VHT icon
128
Vanguard Health Care ETF
VHT
$17.6B
$197K 0.04%
832
+2
ZNGA
129
DELISTED
ZYNGA INC. CL A COMMON
ZNGA
$190K 0.04%
18,281
PAYX icon
130
Paychex
PAYX
$39.6B
$186K 0.03%
1,881
NKE icon
131
Nike
NKE
$95.6B
$183K 0.03%
1,334
ABBV icon
132
AbbVie
ABBV
$383B
$182K 0.03%
1,583
+12
GSK icon
133
GSK
GSK
$99.1B
$182K 0.03%
3,821
-1,828
ABT icon
134
Abbott
ABT
$215B
$179K 0.03%
1,516
-154
BDX icon
135
Becton Dickinson
BDX
$59.1B
$177K 0.03%
751
-58
SCHX icon
136
Schwab US Large- Cap ETF
SCHX
$64.5B
$177K 0.03%
10,578
-300
VBK icon
137
Vanguard Small-Cap Growth ETF
VBK
$22.2B
$177K 0.03%
658
GLTR icon
138
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.99B
$174K 0.03%
1,711
MCD icon
139
McDonald's
MCD
$220B
$174K 0.03%
746
+10
META icon
140
Meta Platforms (Facebook)
META
$1.56T
$174K 0.03%
567
+200
MAR icon
141
Marriott International
MAR
$85.8B
$172K 0.03%
1,213
FCX icon
142
Freeport-McMoran
FCX
$86.1B
$172K 0.03%
3,835
UGI icon
143
UGI
UGI
$8B
$170K 0.03%
3,702
+281
VEU icon
144
Vanguard FTSE All-World ex-US ETF
VEU
$56.5B
$169K 0.03%
2,701
FRBA icon
145
First Bank
FRBA
$415M
$167K 0.03%
12,065
ADBE icon
146
Adobe
ADBE
$127B
$166K 0.03%
343
-88
ASML icon
147
ASML
ASML
$517B
$164K 0.03%
+260
STBA icon
148
S&T Bancorp
STBA
$1.53B
$162K 0.03%
4,950
APD icon
149
Air Products & Chemicals
APD
$59.5B
$161K 0.03%
535
PNC icon
150
PNC Financial Services
PNC
$84.3B
$159K 0.03%
817
4 5
6
7 8