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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
$737M
AUM Growth
-$2.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$1.11M
3
+$867K
4
MS icon
Morgan Stanley
MS
+$858K
5
IBB icon
iShares Biotechnology ETF
IBB
+$694K

Top Sells

1
+$4.32M
2
+$1.23M
3
+$1.22M
4
ARM icon
Arm
ARM
+$931K
5
NOW icon
ServiceNow
NOW
+$683K

Sector Composition

1 Technology 51.69%
2 Consumer Discretionary 19.56%
3 Communication Services 13.26%
4 Financials 7.5%
5 Industrials 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ETHA
251
iShares Ethereum Trust ETF
ETHA
$4.76B
$8.97K ﹤0.01%
400
-600
PLUG icon
252
Plug Power
PLUG
$3.84B
$8.76K ﹤0.01%
4,446
-87
TRFK icon
253
Pacer Data and Digital Revolution ETF
TRFK
$1.03B
$8.59K ﹤0.01%
134
CRVO icon
254
CervoMed
CRVO
$38.8M
$8.53K ﹤0.01%
1,080
FDIS icon
255
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.69B
$8.48K ﹤0.01%
83
FHLC icon
256
Fidelity MSCI Health Care Index ETF
FHLC
$2.99B
$7.95K ﹤0.01%
107
HSBC icon
257
HSBC
HSBC
$328B
$7.87K ﹤0.01%
100
JPEM icon
258
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
$390M
$7.29K ﹤0.01%
+120
PGR icon
259
Progressive
PGR
$119B
$7.29K ﹤0.01%
32
SPMD icon
260
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$17.9B
$7.18K ﹤0.01%
+124
TLRY icon
261
Tilray
TLRY
$569M
$7.18K ﹤0.01%
795
-1
VIK icon
262
Viking Holdings
VIK
$44.1B
$7.14K ﹤0.01%
100
ICE icon
263
Intercontinental Exchange
ICE
$75.4B
$7.13K ﹤0.01%
44
VTRS icon
264
Viatris
VTRS
$17.7B
$7.12K ﹤0.01%
572
-3
MNST icon
265
Monster Beverage
MNST
$89.1B
$7.05K ﹤0.01%
92
CENX icon
266
Century Aluminum
CENX
$5.12B
$6.86K ﹤0.01%
+175
IWD icon
267
iShares Russell 1000 Value ETF
IWD
$76.8B
$6.73K ﹤0.01%
32
MGA icon
268
Magna International
MGA
$17.9B
$6.66K ﹤0.01%
125
TDG icon
269
TransDigm Group
TDG
$74.2B
$6.65K ﹤0.01%
5
ADI icon
270
Analog Devices
ADI
$211B
$6.51K ﹤0.01%
24
DE icon
271
Deere & Co
DE
$160B
$6.05K ﹤0.01%
13
NVO
272
Novo Nordisk
NVO
$191B
$6K ﹤0.01%
118
+50
SPSB icon
273
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.4B
$5.92K ﹤0.01%
+196
VRTX icon
274
Vertex Pharmaceuticals
VRTX
$115B
$5.89K ﹤0.01%
13
EQT icon
275
EQT Corp
EQT
$32B
$5.68K ﹤0.01%
106
9 10
11
12 13