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
COHR icon
376
Coherent
COHR
$21.9B
$357 ﹤0.01%
4
ALLO icon
377
Allogene Therapeutics
ALLO
$276M
$339 ﹤0.01%
300
QYLD icon
378
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.43B
$335 ﹤0.01%
20
ETH
379
Grayscale Ethereum Mini Trust ETF
ETH
$2.23B
$309 ﹤0.01%
13
EBAY icon
380
eBay
EBAY
$37.9B
$298 ﹤0.01%
4
WBD icon
381
Warner Bros
WBD
$57.1B
$276 ﹤0.01%
24
HIVE
382
HIVE Digital Technologies
HIVE
$787M
$260 ﹤0.01%
144
LEG icon
383
Leggett & Platt
LEG
$1.22B
$250 ﹤0.01%
28
KO icon
384
Coca-Cola
KO
$306B
$213 ﹤0.01%
3
BOIL icon
385
ProShares Ultra Bloomberg Natural Gas
BOIL
$151M
$185 ﹤0.01%
4
SBUX icon
386
Starbucks
SBUX
$96.4B
$184 ﹤0.01%
2
LAZR icon
387
Luminar Technologies
LAZR
$78.6M
$133 ﹤0.01%
46
MNKD icon
388
MannKind Corp
MNKD
$1.55B
$113 ﹤0.01%
30
VCSH icon
389
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.2B
$113 ﹤0.01%
1
FTRE icon
390
Fortrea Holdings
FTRE
$962M
$104 ﹤0.01%
21
BOTZ icon
391
Global X Robotics & Artificial Intelligence ETF
BOTZ
$2.97B
$98 ﹤0.01%
3
AIM
392
AIM ImmunoTech
AIM
$3.9M
$87 ﹤0.01%
10
UA icon
393
Under Armour Class C
UA
$1.84B
$85 ﹤0.01%
13
-1
AGG icon
394
iShares Core US Aggregate Bond ETF
AGG
$131B
$78 ﹤0.01%
1
IUSB icon
395
iShares Core Universal USD Bond ETF
IUSB
$33.3B
$47 ﹤0.01%
1
LUMN icon
396
Lumen
LUMN
$8.19B
$40 ﹤0.01%
9
VCIT icon
397
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$57.4B
0
PLL
398
DELISTED
Piedmont Lithium
PLL
$24 ﹤0.01%
4
PXH icon
399
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.69B
$24 ﹤0.01%
+1
ACB
400
Aurora Cannabis
ACB
$244M
$13 ﹤0.01%
3