HFA
Hoover Financial Advisors Portfolio holdings
AUM
$562M
This Quarter Return
+6%
1 Year Return
+37.9%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$533M
AUM Growth
+$533M
(+33%)
Cap. Flow
+$155M
Cap. Flow
% of AUM
29.1%
Top 10 Holdings %
Top 10 Hldgs %
61.41%
Holding
669
New
144
Increased
127
Reduced
114
Closed
44
Top Buys
| 1 |
Vanguard Russell 1000 Growth ETF
VONG
|
$30.6M |
| 2 |
AT&T
T
|
$29M |
| 3 |
Vanguard Russell 1000 Value ETF
VONV
|
$18.6M |
| 4 |
Innovator US Equity Power Buffer ETF April
PAPR
|
$18M |
| 5 |
Innovator US Equity Power Buffer ETF May
PMAY
|
$9.63M |
Top Sells
| 1 |
iShares Russell Mid-Cap ETF
IWR
|
$716K |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$669K |
| 3 |
iShares Short-Term National Muni Bond ETF
SUB
|
$566K |
| 4 |
Schwab US Broad Market ETF
SCHB
|
$528K |
| 5 |
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% |
