HI

Hoey Investments Portfolio holdings

AUM $668M
1-Year Est. Return 32.73%
This Quarter Est. Return
1 Year Est. Return
+32.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$241M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$2.26M
3
+$1.79M
4
IBB icon
iShares Biotechnology ETF
IBB
+$1.74M
5
LRCX icon
Lam Research
LRCX
+$1.65M

Top Sells

1
+$10.8M
2
+$4.77M
3
+$3.68M
4
META icon
Meta Platforms (Facebook)
META
+$2.34M
5
UPRO icon
ProShares UltraPro S&P 500
UPRO
+$908K

Sector Composition

1 Technology 37.83%
2 Consumer Discretionary 25.22%
3 Financials 9.18%
4 Healthcare 7.82%
5 Industrials 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7K ﹤0.01%
639
-483
227
$7K ﹤0.01%
100
228
$6K ﹤0.01%
89
229
$6K ﹤0.01%
20
230
$6K ﹤0.01%
35
-1,366
231
$6K ﹤0.01%
610
232
$6K ﹤0.01%
107
233
$6K ﹤0.01%
+500
234
$6K ﹤0.01%
125
235
$6K ﹤0.01%
100
236
$6K ﹤0.01%
29
237
$6K ﹤0.01%
50
238
$5K ﹤0.01%
24
239
$5K ﹤0.01%
90
240
$5K ﹤0.01%
83
241
$5K ﹤0.01%
56
242
$5K ﹤0.01%
197
-207
243
$4K ﹤0.01%
39
244
$4K ﹤0.01%
150
245
$4K ﹤0.01%
80
246
$4K ﹤0.01%
49
247
$4K ﹤0.01%
60
248
$4K ﹤0.01%
150
249
$4K ﹤0.01%
73
250
$4K ﹤0.01%
35
8 9
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11 12