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
SCHX icon
176
Schwab US Large- Cap ETF
SCHX
$62.6B
$129K 0.02%
7,458
-3,120
EXC icon
177
Exelon
EXC
$46.1B
$128K 0.02%
4,060
+3
ROK icon
178
Rockwell Automation
ROK
$43.8B
$128K 0.02%
448
MDYV icon
179
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.42B
$124K 0.02%
1,829
+301
CHTR icon
180
Charter Communications
CHTR
$25.5B
$123K 0.02%
170
BP icon
181
BP
BP
$93.2B
$122K 0.02%
4,622
+1,500
VNQ icon
182
Vanguard Real Estate ETF
VNQ
$34.1B
$122K 0.02%
1,196
LOW icon
183
Lowe's Companies
LOW
$138B
$121K 0.02%
626
-19
EFG icon
184
iShares MSCI EAFE Growth ETF
EFG
$9.38B
$119K 0.02%
1,111
-6
PSA icon
185
Public Storage
PSA
$47.6B
$119K 0.02%
394
UTG icon
186
Reaves Utility Income Fund
UTG
$3.37B
$119K 0.02%
3,472
+1,343
TROW icon
187
T. Rowe Price
TROW
$22.2B
$117K 0.02%
594
-7
LIN icon
188
Linde
LIN
$190B
$116K 0.02%
400
-8
INDA icon
189
iShares MSCI India ETF
INDA
$9.55B
$114K 0.02%
2,583
+1
BLK icon
190
Blackrock
BLK
$161B
$112K 0.02%
128
MMM icon
191
3M
MMM
$90.6B
$112K 0.02%
672
+168
VCSH icon
192
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.9B
$111K 0.02%
1,344
+444
TNA icon
193
Direxion Daily Small Cap Bull 3x Shares
TNA
$1.88B
$110K 0.02%
1,128
VYM icon
194
Vanguard High Dividend Yield ETF
VYM
$67.6B
$110K 0.02%
1,050
PFF icon
195
iShares Preferred and Income Securities ETF
PFF
$14.1B
$108K 0.02%
2,755
+11
ITW icon
196
Illinois Tool Works
ITW
$71.8B
$107K 0.02%
479
AVY icon
197
Avery Dennison
AVY
$13.3B
$105K 0.02%
500
DVY icon
198
iShares Select Dividend ETF
DVY
$20.8B
$104K 0.02%
892
NFLX icon
199
Netflix
NFLX
$462B
$104K 0.02%
1,960
+360
VTWO icon
200
Vanguard Russell 2000 ETF
VTWO
$13.4B
$104K 0.02%
1,124
-1,952
6 7
8
9 10