HI

Hoey Investments Portfolio holdings

AUM $668M
1-Year Est. Return 32.73%
This Quarter Est. Return
1 Year Est. Return
+32.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$323M
AUM Growth
-$4.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$3.12M
2
+$1.89M
3
+$1.34M
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$1.27M
5
XYZ
Block Inc
XYZ
+$705K

Top Sells

1
+$1.53M
2
+$1.25M
3
+$1.11M
4
KSS icon
Kohl's
KSS
+$940K
5
QCOM icon
Qualcomm
QCOM
+$903K

Sector Composition

1 Technology 40.22%
2 Consumer Discretionary 24.02%
3 Financials 9.13%
4 Healthcare 6.71%
5 Communication Services 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.09M 0.62%
23,960
-2,400
27
$1.79M 0.54%
7,470
+2,938
28
$1.64M 0.49%
34,758
-19,960
29
$1.59M 0.48%
162,486
+46,384
30
$1.56M 0.47%
51,287
-36,526
31
$1.53M 0.46%
33,068
-657
32
$1.46M 0.44%
87,082
-3,956
33
$1.34M 0.4%
20,027
-6,994
34
$1.25M 0.37%
3,618
-579
35
$1.21M 0.36%
25,350
-12,379
36
$1.12M 0.34%
57,650
-11,895
37
$987K 0.29%
5,140
-6,535
38
$796K 0.24%
3,750
39
$709K 0.21%
7,287
-3,500
40
$702K 0.21%
2,910
41
$687K 0.21%
10,140
-636
42
$684K 0.2%
11,625
-8,972
43
$653K 0.2%
7,600
44
$628K 0.19%
2,317
+9
45
$609K 0.18%
4,860
+4,360
46
$600K 0.18%
3,000
47
$536K 0.16%
1,193
-20
48
$476K 0.14%
3,407
-287
49
$447K 0.13%
5,949
-33
50
$430K 0.13%
19,895
-18,549
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