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
VNQ icon
176
Vanguard Real Estate ETF
VNQ
$35.1B
$116K 0.02%
1,196
-53
ITW icon
177
Illinois Tool Works
ITW
$76.2B
$113K 0.02%
479
ARKG icon
178
ARK Genomic Revolution ETF
ARKG
$1.31B
$112K 0.02%
+1,458
VYM icon
179
Vanguard High Dividend Yield ETF
VYM
$71.4B
$112K 0.02%
1,050
-98
TROW icon
180
T. Rowe Price
TROW
$23.3B
$111K 0.02%
601
+11
INDA icon
181
iShares MSCI India ETF
INDA
$9.34B
$110K 0.02%
2,582
AVY icon
182
Avery Dennison
AVY
$14.4B
$109K 0.02%
500
BLK icon
183
Blackrock
BLK
$182B
$108K 0.02%
128
DVY icon
184
iShares Select Dividend ETF
DVY
$21.8B
$108K 0.02%
892
PSA icon
185
Public Storage
PSA
$51.2B
$108K 0.02%
394
MDYV icon
186
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.59B
$106K 0.02%
1,528
+1,092
SO icon
187
Southern Company
SO
$98.1B
$106K 0.02%
1,604
+3
CVX icon
188
Chevron
CVX
$333B
$105K 0.02%
980
-100
PFF icon
189
iShares Preferred and Income Securities ETF
PFF
$14.3B
$105K 0.02%
2,744
-1,876
MRBK icon
190
Meridian
MRBK
$209M
$104K 0.02%
8,034
+2,034
XLI icon
191
State Street Industrial Select Sector SPDR ETF
XLI
$28.2B
$104K 0.02%
+1,000
CPB icon
192
Campbell Soup
CPB
$7.78B
$103K 0.02%
+2,057
HPE icon
193
Hewlett Packard
HPE
$29B
$100K 0.02%
6,170
RDS.A
194
DELISTED
Royal Dutch Shell PLC ADS Class A
RDS.A
$98K 0.02%
2,500
DEM icon
195
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.37B
$97K 0.02%
2,092
-48
TNA icon
196
Direxion Daily Small Cap Bull 3x Shares
TNA
$2.02B
$97K 0.02%
1,128
+1,103
BLE icon
197
BlackRock Municipal Income Trust II
BLE
$505M
$96K 0.02%
+6,219
LLY icon
198
Eli Lilly
LLY
$925B
$96K 0.02%
491
+10
SOXX icon
199
iShares Semiconductor ETF
SOXX
$20.2B
$95K 0.02%
708
+435
LPX icon
200
Louisiana-Pacific
LPX
$6.53B
$94K 0.02%
1,334
6 7
8
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