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
$668M
AUM Growth
+$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
419
New
Increased
Reduced
Closed

Top Buys

1 +$7.59M
2 +$3.91M
3 +$3.59M
4
NVDA icon
NVIDIA
NVDA
+$2.73M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.65M

Top Sells

1 +$2.65M
2 +$966K
3 +$825K
4
WMT icon
Walmart
WMT
+$823K
5
MU icon
Micron Technology
MU
+$809K

Sector Composition

1 Technology 50.86%
2 Consumer Discretionary 20.6%
3 Communication Services 15.07%
4 Financials 6.64%
5 Industrials 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ROST icon
251
Ross Stores
ROST
$52.2B
$7.14K ﹤0.01%
56
FHLC icon
252
Fidelity MSCI Health Care Index ETF
FHLC
$2.71B
$6.84K ﹤0.01%
107
CRVO icon
253
CervoMed
CRVO
$71.1M
$6.79K ﹤0.01%
1,080
DE icon
254
Deere & Co
DE
$129B
$6.61K ﹤0.01%
13
-16
IWD icon
255
iShares Russell 1000 Value ETF
IWD
$65B
$6.22K ﹤0.01%
32
EQT icon
256
EQT Corp
EQT
$37.4B
$6.18K ﹤0.01%
106
HSBC icon
257
HSBC
HSBC
$249B
$6.08K ﹤0.01%
100
TMCI icon
258
Treace Medical Concepts
TMCI
$193M
$5.88K ﹤0.01%
1,000
SCHD icon
259
Schwab US Dividend Equity ETF
SCHD
$71.2B
$5.8K ﹤0.01%
+219
VRTX icon
260
Vertex Pharmaceuticals
VRTX
$111B
$5.79K ﹤0.01%
13
MNST icon
261
Monster Beverage
MNST
$69.7B
$5.76K ﹤0.01%
92
ADI icon
262
Analog Devices
ADI
$116B
$5.71K ﹤0.01%
24
SPR icon
263
Spirit AeroSystems
SPR
$4.3B
$5.61K ﹤0.01%
147
LH icon
264
Labcorp
LH
$22.1B
$5.51K ﹤0.01%
21
VTRS icon
265
Viatris
VTRS
$12.3B
$5.35K ﹤0.01%
599
-31
VIK icon
266
Viking Holdings
VIK
$26.3B
$5.33K ﹤0.01%
+100
CIEN icon
267
Ciena
CIEN
$27B
$5.29K ﹤0.01%
65
RGA icon
268
Reinsurance Group of America
RGA
$12.4B
$5.16K ﹤0.01%
26
RXRX icon
269
Recursion Pharmaceuticals
RXRX
$2.16B
$5.06K ﹤0.01%
1,000
ARW icon
270
Arrow Electronics
ARW
$5.57B
$4.97K ﹤0.01%
39
HPQ icon
271
HP
HPQ
$22.9B
$4.89K ﹤0.01%
200
CRSP icon
272
CRISPR Therapeutics
CRSP
$5.01B
$4.86K ﹤0.01%
100
MGA icon
273
Magna International
MGA
$13.8B
$4.83K ﹤0.01%
125
SMH icon
274
VanEck Semiconductor ETF
SMH
$35.1B
$4.74K ﹤0.01%
+17
TKO icon
275
TKO Group
TKO
$14.5B
$4.73K ﹤0.01%
26