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
BBY icon
326
Best Buy
BBY
$15.9B
$2.28K ﹤0.01%
34
QQQM icon
327
Invesco NASDAQ 100 ETF
QQQM
$63.9B
$2.27K ﹤0.01%
+10
SEE icon
328
Sealed Air
SEE
$6.37B
$2.27K ﹤0.01%
73
APTV icon
329
Aptiv
APTV
$17.1B
$2.18K ﹤0.01%
32
ACHR icon
330
Archer Aviation
ACHR
$5.13B
$2.17K ﹤0.01%
+200
AVTR icon
331
Avantor
AVTR
$7.76B
$2.15K ﹤0.01%
160
PTY icon
332
PIMCO Corporate & Income Opportunity Fund
PTY
$2.57B
$2.1K ﹤0.01%
151
LVS icon
333
Las Vegas Sands
LVS
$44.2B
$2.09K ﹤0.01%
48
RSPT icon
334
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$4.26B
$2.04K ﹤0.01%
50
MRX
335
Marex Group
MRX
$2.45B
$1.97K ﹤0.01%
+50
HSY icon
336
Hershey
HSY
$36.3B
$1.66K ﹤0.01%
10
VGK icon
337
Vanguard FTSE Europe ETF
VGK
$27.7B
$1.55K ﹤0.01%
20
-30
BND icon
338
Vanguard Total Bond Market
BND
$137B
$1.44K ﹤0.01%
20
-283
SRVR icon
339
Pacer Data & Infrastructure Real Estate ETF
SRVR
$399M
$1.42K ﹤0.01%
44
VOYA icon
340
Voya Financial
VOYA
$6.73B
$1.42K ﹤0.01%
20
ROKU icon
341
Roku
ROKU
$14.7B
$1.41K ﹤0.01%
16
HYG icon
342
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18B
$1.34K ﹤0.01%
17
+16
VPL icon
343
Vanguard FTSE Pacific ETF
VPL
$8.24B
$1.31K ﹤0.01%
+16
OGN icon
344
Organon & Co
OGN
$1.96B
$1.3K ﹤0.01%
134
JAZZ icon
345
Jazz Pharmaceuticals
JAZZ
$8.57B
$1.27K ﹤0.01%
12
TIP icon
346
iShares TIPS Bond ETF
TIP
$13.8B
$1.21K ﹤0.01%
+11
SLQT icon
347
SelectQuote
SLQT
$262M
$1.19K ﹤0.01%
500
HMC icon
348
Honda
HMC
$39B
$1.07K ﹤0.01%
37
RAL
349
Ralliant Corp
RAL
$5.35B
$1.07K ﹤0.01%
+22
KD icon
350
Kyndryl
KD
$5.88B
$1.01K ﹤0.01%
24