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
$323M
AUM Growth
-$4.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$3.12M
2
+$1.89M
3
+$1.34M
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$1.27M
5
XYZ
Block Inc
XYZ
+$705K

Top Sells

1
+$1.53M
2
+$1.25M
3
+$1.11M
4
KSS icon
Kohl's
KSS
+$940K
5
QCOM icon
Qualcomm
QCOM
+$903K

Sector Composition

1 Technology 40.22%
2 Consumer Discretionary 24.02%
3 Financials 9.13%
4 Healthcare 6.71%
5 Communication Services 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$0 ﹤0.01%
4
227
– –
-30
228
$0 ﹤0.01%
2
229
$0 ﹤0.01%
+10
230
– –
0
231
$0 ﹤0.01%
9
232
– –
-66
233
$0 ﹤0.01%
2
234
– –
-1,547
235
– –
-4,433
236
$0 ﹤0.01%
+5
237
– –
-281
238
– –
-19
239
$0 ﹤0.01%
8
240
– –
-250
241
– –
-375
242
– –
-572
243
$0 ﹤0.01%
4
244
– –
-135
245
– –
-150
246
– –
-82
247
– –
-27
248
– –
-365
249
$0 ﹤0.01%
2
250
$0 ﹤0.01%
2
7 8 9
10
11