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
RR icon
376
Richtech Robotics
RR
$706M
$382 ﹤0.01%
+89
ALLO icon
377
Allogene Therapeutics
ALLO
$301M
$372 ﹤0.01%
300
EBAY icon
378
eBay
EBAY
$37.5B
$364 ﹤0.01%
4
QYLD icon
379
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.05B
$341 ﹤0.01%
20
LEG icon
380
Leggett & Platt
LEG
$1.57B
$249 ﹤0.01%
28
KO icon
381
Coca-Cola
KO
$304B
$199 ﹤0.01%
3
CMCL icon
382
Caledonia Mining Corp
CMCL
$468M
$182 ﹤0.01%
+5
FTRE icon
383
Fortrea Holdings
FTRE
$1.18B
$177 ﹤0.01%
21
SBUX icon
384
Starbucks
SBUX
$96.9B
$170 ﹤0.01%
2
NEM icon
385
Newmont
NEM
$98.7B
$169 ﹤0.01%
+2
MNKD icon
386
MannKind Corp
MNKD
$1.72B
$162 ﹤0.01%
30
DRD
387
DRDGold
DRD
$2.51B
$138 ﹤0.01%
+5
SCCO icon
388
Southern Copper
SCCO
$110B
$122 ﹤0.01%
+1
BOIL icon
389
ProShares Ultra Bloomberg Natural Gas
BOIL
$158M
$120 ﹤0.01%
4
VCSH icon
390
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.9B
$115 ﹤0.01%
1
BOTZ icon
391
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.01B
$107 ﹤0.01%
3
PINS icon
392
Pinterest
PINS
$18.2B
$97 ﹤0.01%
+3
CMP icon
393
Compass Minerals
CMP
$780M
$96 ﹤0.01%
+5
LAZR icon
394
Luminar Technologies
LAZR
$63.8M
$88 ﹤0.01%
46
AGG icon
395
iShares Core US Aggregate Bond ETF
AGG
$135B
$80 ﹤0.01%
1
LUMN icon
396
Lumen
LUMN
$9.37B
$56 ﹤0.01%
9
BSV icon
397
Vanguard Short-Term Bond ETF
BSV
$39.2B
$51 ﹤0.01%
1
-1,258
IUSB icon
398
iShares Core Universal USD Bond ETF
IUSB
$33.8B
$47 ﹤0.01%
1
VCIT icon
399
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$57.4B
0
AIM
400
AIM ImmunoTech
AIM
$3.97M
$28 ﹤0.01%
10