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
MELI icon
201
Mercado Libre
MELI
$105B
$103K 0.02%
66
MRBK icon
202
Meridian
MRBK
$185M
$103K 0.02%
7,848
-186
XLI icon
203
Industrial Select Sector SPDR Fund
XLI
$23.9B
$102K 0.02%
1,000
RDS.A
204
DELISTED
Royal Dutch Shell PLC ADS Class A
RDS.A
$101K 0.02%
2,500
BLE icon
205
BlackRock Municipal Income Trust II
BLE
$495M
$98K 0.02%
6,219
IUSG icon
206
iShares Core S&P US Growth ETF
IUSG
$26B
$97K 0.02%
963
SO icon
207
Southern Company
SO
$98B
$97K 0.02%
1,608
+4
SOXX icon
208
iShares Semiconductor ETF
SOXX
$16.7B
$96K 0.02%
636
-72
DEM icon
209
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.28B
$96K 0.02%
2,093
+1
BSV icon
210
Vanguard Short-Term Bond ETF
BSV
$39.2B
$94K 0.02%
1,142
-269
IWS icon
211
iShares Russell Mid-Cap Value ETF
IWS
$13.9B
$92K 0.02%
800
FDN icon
212
First Trust Dow Jones Internet Index Fund ETF
FDN
$6.94B
$90K 0.02%
369
HPE icon
213
Hewlett Packard
HPE
$28.9B
$90K 0.02%
6,170
IJH icon
214
iShares Core S&P Mid-Cap ETF
IJH
$101B
$90K 0.02%
1,680
+20
PDEC icon
215
Innovator US Equity Power Buffer ETF December
PDEC
$872M
$90K 0.02%
2,946
XLE icon
216
Energy Select Sector SPDR Fund
XLE
$27.5B
$90K 0.02%
1,674
+1,003
AMRN
217
Amarin Corp
AMRN
$324M
$88K 0.02%
+1,000
EPI icon
218
WisdomTree India Earnings Fund ETF
EPI
$2.83B
$88K 0.02%
2,610
PTON icon
219
Peloton Interactive
PTON
$2.78B
$87K 0.02%
703
VDE icon
220
Vanguard Energy ETF
VDE
$7.3B
$87K 0.02%
1,149
BMAY icon
221
Innovator US Equity Buffer ETF May
BMAY
$155M
$82K 0.01%
2,625
IBB icon
222
iShares Biotechnology ETF
IBB
$8.65B
$80K 0.01%
489
IYY icon
223
iShares Dow Jones US ETF
IYY
$2.72B
$80K 0.01%
738
LPX icon
224
Louisiana-Pacific
LPX
$5.71B
$80K 0.01%
1,334
KBE icon
225
State Street SPDR S&P Bank ETF
KBE
$1.39B
$77K 0.01%
1,500
7 8
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