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
NVO icon
276
Novo Nordisk
NVO
$214B
$4.69K ﹤0.01%
68
PZZA icon
277
Papa John's
PZZA
$1.35B
$4.65K ﹤0.01%
95
FIS icon
278
Fidelity National Information Services
FIS
$33.3B
$4.64K ﹤0.01%
57
BTC
279
Grayscale Bitcoin Mini Trust ETF
BTC
$4.12B
$4.58K ﹤0.01%
96
OTIS icon
280
Otis Worldwide
OTIS
$34.6B
$4.55K ﹤0.01%
46
CBRE icon
281
CBRE Group
CBRE
$45.7B
$4.48K ﹤0.01%
32
THTX
282
DELISTED
Theratechnologies
THTX
$4.42K ﹤0.01%
1,875
COF icon
283
Capital One
COF
$134B
$4.26K ﹤0.01%
20
XLV icon
284
Health Care Select Sector SPDR Fund
XLV
$37.4B
$4.11K ﹤0.01%
30
HPE icon
285
Hewlett Packard
HPE
$30.1B
$4.09K ﹤0.01%
200
MDLZ icon
286
Mondelez International
MDLZ
$73.4B
$4.05K ﹤0.01%
60
VB icon
287
Vanguard Small-Cap ETF
VB
$66.1B
$4.03K ﹤0.01%
17
+10
FCNCA icon
288
First Citizens BancShares
FCNCA
$22.9B
$3.91K ﹤0.01%
2
PDBC icon
289
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$4.56B
$3.91K ﹤0.01%
300
COFS icon
290
Choiceone Financial
COFS
$447M
$3.88K ﹤0.01%
135
-8,100
NMAX
291
Newsmax Inc
NMAX
$1.02B
$3.78K ﹤0.01%
+250
NKE icon
292
Nike
NKE
$94.9B
$3.69K ﹤0.01%
52
+2
TWST icon
293
Twist Bioscience
TWST
$1.62B
$3.68K ﹤0.01%
100
MPWR icon
294
Monolithic Power Systems
MPWR
$44.1B
$3.66K ﹤0.01%
+5
CTSH icon
295
Cognizant
CTSH
$35B
$3.59K ﹤0.01%
46
SCHW icon
296
Charles Schwab
SCHW
$168B
$3.56K ﹤0.01%
39
LMND icon
297
Lemonade
LMND
$5.27B
$3.5K ﹤0.01%
80
AZN icon
298
AstraZeneca
AZN
$276B
$3.49K ﹤0.01%
50
FTV icon
299
Fortive
FTV
$16.4B
$3.49K ﹤0.01%
67
-22
SNY icon
300
Sanofi
SNY
$127B
$3.48K ﹤0.01%
72
-500