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
$739M
AUM Growth
+$71.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1 +$3.71M
2 +$1.19M
3 +$772K
4
META icon
Meta Platforms (Facebook)
META
+$741K
5
MS icon
Morgan Stanley
MS
+$686K

Top Sells

1 +$3.58M
2 +$836K
3 +$514K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$330K
5
ARM icon
Arm
ARM
+$308K

Sector Composition

1 Technology 52.85%
2 Consumer Discretionary 18.65%
3 Communication Services 14.31%
4 Financials 6.71%
5 Industrials 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
RR icon
376
Richtech Robotics
RR
$420M
$382 ﹤0.01%
+89
ALLO icon
377
Allogene Therapeutics
ALLO
$541M
$372 ﹤0.01%
300
EBAY icon
378
eBay
EBAY
$39.4B
$364 ﹤0.01%
4
QYLD icon
379
Global X NASDAQ-100 Covered Call ETF
QYLD
$7.87B
$341 ﹤0.01%
20
LEG icon
380
Leggett & Platt
LEG
$1.3B
$249 ﹤0.01%
28
KO icon
381
Coca-Cola
KO
$328B
$199 ﹤0.01%
3
CMCL icon
382
Caledonia Mining Corp
CMCL
$425M
$182 ﹤0.01%
+5
FTRE icon
383
Fortrea Holdings
FTRE
$829M
$177 ﹤0.01%
21
SBUX icon
384
Starbucks
SBUX
$98.8B
$170 ﹤0.01%
2
NEM icon
385
Newmont
NEM
$111B
$169 ﹤0.01%
+2
MNKD icon
386
MannKind Corp
MNKD
$730M
$162 ﹤0.01%
30
DRD
387
DRDGold
DRD
$2.4B
$138 ﹤0.01%
+5
SCCO icon
388
Southern Copper
SCCO
$132B
$122 ﹤0.01%
+1
BOIL icon
389
ProShares Ultra Bloomberg Natural Gas
BOIL
$69.1M
$120 ﹤0.01%
4
VCSH icon
390
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.6B
$115 ﹤0.01%
1
BOTZ icon
391
Global X Robotics & Artificial Intelligence ETF
BOTZ
$2.89B
$107 ﹤0.01%
3
PINS icon
392
Pinterest
PINS
$11.5B
$97 ﹤0.01%
+3
CMP icon
393
Compass Minerals
CMP
$952M
$96 ﹤0.01%
+5
LAZR
394
DELISTED
Luminar Technologies
LAZR
$88 ﹤0.01%
46
AGG icon
395
iShares Core US Aggregate Bond ETF
AGG
$139B
$80 ﹤0.01%
1
LUMN icon
396
Lumen
LUMN
$6.55B
$56 ﹤0.01%
9
BSV icon
397
Vanguard Short-Term Bond ETF
BSV
$43.7B
$51 ﹤0.01%
1
-1,258
IUSB icon
398
iShares Core Universal USD Bond ETF
IUSB
$36B
$47 ﹤0.01%
1
VCIT icon
399
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$64.4B
0
AIM
400
AIM ImmunoTech
AIM
$2.33M
$28 ﹤0.01%
10