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
$381M
AUM Growth
+$58.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$8.54M
2
+$6.42M
3
+$5.75M
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$5.03M
5
AAPL icon
Apple
AAPL
+$4.89M

Top Sells

1
+$5.42M
2
+$4.33M
3
+$3.86M
4
CVS icon
CVS Health
CVS
+$3.06M
5
CRWD icon
CrowdStrike
CRWD
+$1.95M

Sector Composition

1 Technology 45.57%
2 Consumer Discretionary 25.56%
3 Financials 7.78%
4 Consumer Staples 5.6%
5 Communication Services 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.87M 0.48%
21,405
-2,555
27
$1.83M 0.47%
50,537
-750
28
$1.63M 0.42%
102,615
+15,533
29
$1.03M 0.26%
51,099
-6,551
30
$949K 0.24%
15,517
+3,892
31
$919K 0.23%
4,444
-696
32
$840K 0.21%
2,364
-1,254
33
$788K 0.2%
2,941
+31
34
$740K 0.19%
3,000
35
$739K 0.19%
10,233
+93
36
$735K 0.19%
7,487
+200
37
$729K 0.19%
1,285
+92
38
$669K 0.17%
5,006
+2,568
39
$656K 0.17%
1,863
+939
40
$654K 0.17%
7,600
41
$629K 0.16%
3,015
-735
42
$560K 0.14%
3,423
+16
43
$504K 0.13%
1,983
-334
44
$479K 0.12%
20,949
+1,054
45
$454K 0.12%
5,923
-26
46
$422K 0.11%
3,599
+2,849
47
$366K 0.09%
6,720
+2,350
48
$309K 0.08%
6,000
-1,029
49
$279K 0.07%
2,389
-111
50
$265K 0.07%
2,050
+1,050
1
2
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