HI
Hoey Investments Portfolio holdings
AUM
$737M
1-Year Est. Return
32.31%
This Fund
S&P 500
1 Year Est. Return
+32.31%
AUM
$737M
AUM Growth
-$2.5M
(-0.34%)
Holding
437
Top Buys
| 1 | +$2.29M | |
| 2 | +$1.11M | |
| 3 | +$867K | |
| 4 |
Morgan Stanley
MS
|
+$858K |
| 5 |
iShares Biotechnology ETF
IBB
|
+$694K |
Top Sells
| 1 | +$4.32M | |
| 2 | +$1.23M | |
| 3 | +$1.22M | |
| 4 |
Arm
ARM
|
+$931K |
| 5 |
ServiceNow
NOW
|
+$683K |
Sector Composition
| 1 | Technology | 51.69% |
| 2 | Consumer Discretionary | 19.56% |
| 3 | Communication Services | 13.26% |
| 4 | Financials | 7.5% |
| 5 | Industrials | 3.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
426
Leggett & Platt
LEG
$1.64B
| – | – |
-28
|
|
||
427
Lemonade
LMND
$5.25B
| – | – |
-80
|
|
||
428
LivePerson
LPSN
$40.1M
| – | – |
-1
|
|
||
429
Qfin Holdings
QFIN
$1.71B
| – | – |
-750
|
|
||
430
SelectQuote
SLQT
$132M
| – | – |
-500
|
|
||
431
Vanguard S&P 500 ETF
VOO
$891B
| – | – |
-136
|
|
||
432
Vanguard Growth ETF
VUG
$209B
| – | – |
-177
|
|
||
433
WisdomTree US Value Fund
WTV
$2.74B
| – | – |
-870
|
|
||
434
Invesco S&P MidCap Momentum ETF
XMMO
$6.55B
| – | – |
-580
|
|
||
435
Invesco S&P SmallCap Momentum ETF
XSMO
$2.62B
| – | – |
-1,080
|
|
||
436
Direxion Daily FTSE China Bull 3X ETF
YINN
$829M
| – | – |
-500
|
|
||
|
CRWV
437
CoreWeave Inc
CRWV
$62.8B
| – | – |
-12,010
|
|