HI

Hoey Investments Portfolio holdings

AUM $739M
1-Year Est. Return 46.16%
This Quarter Est. Return
1 Year Est. Return
+46.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$739M
AUM Growth
+$71.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1 +$4.31M
2 +$1.28M
3 +$861K
4
MS icon
Morgan Stanley
MS
+$739K
5
META icon
Meta Platforms (Facebook)
META
+$731K

Top Sells

1 +$3.83M
2 +$811K
3 +$538K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$343K
5
ARM icon
Arm
ARM
+$299K

Sector Composition

1 Technology 52.85%
2 Consumer Discretionary 18.65%
3 Communication Services 14.31%
4 Financials 6.71%
5 Industrials 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FNDC icon
226
Schwab Fundamental International Small Company Index ETF
FNDC
$3.01B
$14.1K ﹤0.01%
317
TLRY icon
227
Tilray
TLRY
$861M
$13.8K ﹤0.01%
7,958
NUE icon
228
Nucor
NUE
$37.3B
$13.7K ﹤0.01%
101
BMY icon
229
Bristol-Myers Squibb
BMY
$103B
$13.5K ﹤0.01%
300
NTRS icon
230
Northern Trust
NTRS
$24.8B
$13.5K ﹤0.01%
100
DEA
231
Easterly Government Properties
DEA
$1.01B
$13K ﹤0.01%
568
HAUZ icon
232
Xtrackers International Real Estate ETF
HAUZ
$929M
$13K ﹤0.01%
550
IAU icon
233
iShares Gold Trust
IAU
$65.7B
$12.7K ﹤0.01%
175
BH icon
234
Biglari Holdings Class B
BH
$953M
$12.6K ﹤0.01%
39
-33
FTEC icon
235
Fidelity MSCI Information Technology Index ETF
FTEC
$16.8B
$12.4K ﹤0.01%
56
NAK
236
Northern Dynasty Minerals
NAK
$1.02B
$12K ﹤0.01%
10,000
WY icon
237
Weyerhaeuser
WY
$15.8B
$11.9K ﹤0.01%
480
DYAI icon
238
Dyadic International
DYAI
$34.1M
$11.6K ﹤0.01%
9,847
IP icon
239
International Paper
IP
$20.3B
$11.6K ﹤0.01%
250
AZN icon
240
AstraZeneca
AZN
$282B
$11.5K ﹤0.01%
150
+100
ETN icon
241
Eaton
ETN
$128B
$11.2K ﹤0.01%
30
DKNG icon
242
DraftKings
DKNG
$17.1B
$11.2K ﹤0.01%
+300
AGD
243
abrdn Global Dynamic Dividend Fund
AGD
$289M
$11.1K ﹤0.01%
835
XLU icon
244
State Street Utilities Select Sector SPDR ETF
XLU
$21.8B
$10.9K ﹤0.01%
125
PLUG icon
245
Plug Power
PLUG
$2.96B
$10.6K ﹤0.01%
4,533
-548
SCHP icon
246
Schwab US TIPS ETF
SCHP
$14.7B
$10.3K ﹤0.01%
384
EBND icon
247
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.22B
$10.3K ﹤0.01%
483
PPA icon
248
Invesco Aerospace & Defense ETF
PPA
$6.45B
$9.91K ﹤0.01%
64
+3
ASML icon
249
ASML
ASML
$436B
$9.68K ﹤0.01%
10
SARK icon
250
Tradr 2X Long Innovation ETFShort Innovation Daily ETF
SARK
$69.7M
$9.55K ﹤0.01%
333