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
$739M
AUM Growth
+$71.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1 +$4.31M
2 +$1.28M
3 +$861K
4
MS icon
Morgan Stanley
MS
+$739K
5
META icon
Meta Platforms (Facebook)
META
+$731K

Top Sells

1 +$3.83M
2 +$811K
3 +$538K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$343K
5
ARM icon
Arm
ARM
+$299K

Sector Composition

1 Technology 52.85%
2 Consumer Discretionary 18.65%
3 Communication Services 14.31%
4 Financials 6.71%
5 Industrials 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NKE icon
301
Nike
NKE
$96B
$3.42K ﹤0.01%
49
-3
SNY icon
302
Sanofi
SNY
$121B
$3.4K ﹤0.01%
72
YOU icon
303
Clear Secure
YOU
$3.41B
$3.34K ﹤0.01%
100
VB icon
304
Vanguard Small-Cap ETF
VB
$68.7B
$3.31K ﹤0.01%
13
-4
FTV icon
305
Fortive
FTV
$16.9B
$3.28K ﹤0.01%
67
FOXA icon
306
Fox Class A
FOXA
$29.4B
$3.28K ﹤0.01%
52
JHI
307
John Hancock Investors Trust
JHI
$123M
$3.11K ﹤0.01%
222
NMAX
308
Newsmax Inc
NMAX
$1.05B
$3.1K ﹤0.01%
250
CTSH icon
309
Cognizant
CTSH
$37.5B
$3.09K ﹤0.01%
46
UL icon
310
Unilever
UL
$146B
$3.08K ﹤0.01%
52
GRAL
311
GRAIL Inc
GRAL
$3.8B
$2.96K ﹤0.01%
+50
TSCO icon
312
Tractor Supply
TSCO
$28.1B
$2.9K ﹤0.01%
51
KHC icon
313
Kraft Heinz
KHC
$29.5B
$2.87K ﹤0.01%
110
BP icon
314
BP
BP
$92.8B
$2.86K ﹤0.01%
83
ODFL icon
315
Old Dominion Freight Line
ODFL
$29.6B
$2.82K ﹤0.01%
20
TWST icon
316
Twist Bioscience
TWST
$1.82B
$2.81K ﹤0.01%
100
APTV icon
317
Aptiv
APTV
$16.7B
$2.76K ﹤0.01%
32
AXTA icon
318
Axalta
AXTA
$6.41B
$2.75K ﹤0.01%
96
FBT icon
319
First Trust NYSE Arca Biotechnology Index Fund
FBT
$1.32B
$2.69K ﹤0.01%
15
PYPL icon
320
PayPal
PYPL
$58.9B
$2.68K ﹤0.01%
40
DLTR icon
321
Dollar Tree
DLTR
$22.2B
$2.64K ﹤0.01%
28
LVS icon
322
Las Vegas Sands
LVS
$46.3B
$2.58K ﹤0.01%
48
SEE icon
323
Sealed Air
SEE
$6.31B
$2.58K ﹤0.01%
73
BBY icon
324
Best Buy
BBY
$15.7B
$2.57K ﹤0.01%
34
BTCS icon
325
BTCS Inc
BTCS
$145M
$2.5K ﹤0.01%
518
+314