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
251
$4K ﹤0.01%
100
252
$4K ﹤0.01%
300
253
$4K ﹤0.01%
102
+1
254
$4K ﹤0.01%
30
255
$4K ﹤0.01%
+25
256
$4K ﹤0.01%
100
257
$3K ﹤0.01%
100
258
$3K ﹤0.01%
13
259
$3K ﹤0.01%
12
260
$3K ﹤0.01%
500
261
$3K ﹤0.01%
25
262
$3K ﹤0.01%
250
263
$2K ﹤0.01%
50
264
$2K ﹤0.01%
15
265
$2K ﹤0.01%
500
266
$2K ﹤0.01%
21
267
$2K ﹤0.01%
285
-15
268
$2K ﹤0.01%
13
-15,188
269
$2K ﹤0.01%
18
270
$2K ﹤0.01%
41
-200
271
$2K ﹤0.01%
575
-62
272
$1K ﹤0.01%
20
273
$1K ﹤0.01%
30
274
$1K ﹤0.01%
263
275
$1K ﹤0.01%
19
9 10
11
12 13