HI

Hoey Investments Portfolio holdings

AUM $668M
1-Year Est. Return 32.73%
This Quarter Est. Return
1 Year Est. Return
+32.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$241M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1 +$3.32M
2 +$2.26M
3 +$1.79M
4
IBB icon
iShares Biotechnology ETF
IBB
+$1.74M
5
LRCX icon
Lam Research
LRCX
+$1.65M

Top Sells

1 +$10.8M
2 +$4.77M
3 +$3.68M
4
META icon
Meta Platforms (Facebook)
META
+$2.34M
5
UPRO icon
ProShares UltraPro S&P 500
UPRO
+$908K

Sector Composition

1 Technology 37.83%
2 Consumer Discretionary 25.22%
3 Financials 9.18%
4 Healthcare 7.82%
5 Industrials 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$0 ﹤0.01%
+3
327
-500
328
-100
329
$0 ﹤0.01%
2
330
$0 ﹤0.01%
2
331
-300
332
-33
333
$0 ﹤0.01%
70