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
$381M
AUM Growth
+$58.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$8.54M
2
+$6.42M
3
+$5.75M
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$5.03M
5
AAPL icon
Apple
AAPL
+$4.89M

Top Sells

1
+$5.42M
2
+$4.33M
3
+$3.86M
4
CVS icon
CVS Health
CVS
+$3.06M
5
CRWD icon
CrowdStrike
CRWD
+$1.95M

Sector Composition

1 Technology 45.57%
2 Consumer Discretionary 25.56%
3 Financials 7.78%
4 Consumer Staples 5.6%
5 Communication Services 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1K ﹤0.01%
+10
227
– –
-600
228
$0 ﹤0.01%
4
229
– –
-160
230
– –
-1,200
231
– –
-85
232
– –
-25,350
233
$0 ﹤0.01%
5
234
– –
-475
235
$0 ﹤0.01%
8
236
– –
0
237
– –
-45
238
– –
-1
239
– –
-31
240
– –
-36,081
241
– –
-100
242
$0 ﹤0.01%
4
243
$0 ﹤0.01%
2
244
$0 ﹤0.01%
+10
245
– –
-30
246
$0 ﹤0.01%
10
247
– –
-34,758
248
$0 ﹤0.01%
+20
249
– –
-500
250
$0 ﹤0.01%
9
7 8 9
10
11