HI

Hoey Investments Portfolio holdings

AUM $678M
1-Year Est. Return 35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+35%
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
+$3.71M
2
+$2.2M
3
+$2M
4
GS icon
Goldman Sachs
GS
+$1.98M
5
IBB icon
iShares Biotechnology ETF
IBB
+$1.84M

Top Sells

1
+$16.4M
2
+$4.77M
3
+$4.26M
4
META icon
Meta Platforms (Facebook)
META
+$2.46M
5
UPRO icon
ProShares UltraPro S&P 500
UPRO
+$908K

Sector Composition

1 Technology 37.82%
2 Consumer Discretionary 25.22%
3 Financials 9.2%
4 Healthcare 7.82%
5 Industrials 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$4K ﹤0.01%
73
252
$4K ﹤0.01%
35
253
$4K ﹤0.01%
100
254
$4K ﹤0.01%
300
255
$4K ﹤0.01%
102
+1
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$4K ﹤0.01%
30
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$3K ﹤0.01%
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$3K ﹤0.01%
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$3K ﹤0.01%
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$3K ﹤0.01%
250
261
$3K ﹤0.01%
25
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$3K ﹤0.01%
500
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$2K ﹤0.01%
58
-6
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$2K ﹤0.01%
50
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$2K ﹤0.01%
500
267
$2K ﹤0.01%
21
268
$2K ﹤0.01%
285
-15
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$2K ﹤0.01%
13
-15,188
270
$2K ﹤0.01%
18
271
$2K ﹤0.01%
41
-200
272
$1K ﹤0.01%
10
273
$1K ﹤0.01%
24
274
$1K ﹤0.01%
11
275
$1K ﹤0.01%
65
9 10
11
12 13