HI

Hoey Investments Portfolio holdings

AUM $737M
1-Year Est. Return 32.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.31%
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
BTC
301
Grayscale Bitcoin Mini Trust ETF
BTC
$3.33B
$3.72K ﹤0.01%
96
FTV icon
302
Fortive
FTV
$18.8B
$3.7K ﹤0.01%
67
QQQ icon
303
Invesco QQQ Trust
QQQ
$420B
$3.69K ﹤0.01%
6
PZZA icon
304
Papa John's
PZZA
$1.25B
$3.66K ﹤0.01%
95
PPL icon
305
PPL Corp
PPL
$29.1B
$3.5K ﹤0.01%
100
SNY icon
306
Sanofi
SNY
$115B
$3.49K ﹤0.01%
72
DLTR icon
307
Dollar Tree
DLTR
$21.2B
$3.44K ﹤0.01%
28
ENR icon
308
Energizer
ENR
$1.4B
$3.36K ﹤0.01%
169
-195
VB icon
309
Vanguard Small-Cap ETF
VB
$77.3B
$3.35K ﹤0.01%
13
ETHE
310
Grayscale Ethereum Staking ETF Shares
ETHE
$1.97B
$3.29K ﹤0.01%
135
XYZ
311
Block Inc
XYZ
$44.3B
$3.25K ﹤0.01%
50
MDLZ icon
312
Mondelez International
MDLZ
$73.6B
$3.23K ﹤0.01%
60
TWST icon
313
Twist Bioscience
TWST
$3.79B
$3.17K ﹤0.01%
100
ODFL icon
314
Old Dominion Freight Line
ODFL
$46.6B
$3.14K ﹤0.01%
20
LVS icon
315
Las Vegas Sands
LVS
$38B
$3.13K ﹤0.01%
48
NKE icon
316
Nike
NKE
$68.8B
$3.12K ﹤0.01%
49
AXTA icon
317
Axalta
AXTA
$6.33B
$3.1K ﹤0.01%
96
FBT icon
318
First Trust NYSE Arca Biotechnology Index Fund
FBT
$2.36B
$3.1K ﹤0.01%
15
YETI icon
319
Yeti Holdings
YETI
$3.13B
$3.09K ﹤0.01%
+70
GSAT icon
320
Globalstar
GSAT
$10.3B
$3.05K ﹤0.01%
+50
JHI
321
John Hancock Investors Trust
JHI
$118M
$3.04K ﹤0.01%
222
SEE
322
DELISTED
Sealed Air
SEE
$3.02K ﹤0.01%
73
SPAB icon
323
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.98B
$2.99K ﹤0.01%
+116
UL icon
324
Unilever
UL
$127B
$2.94K ﹤0.01%
45
-1
BP icon
325
BP
BP
$116B
$2.88K ﹤0.01%
83