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
$241M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$2.26M
3
+$1.79M
4
IBB icon
iShares Biotechnology ETF
IBB
+$1.74M
5
LRCX icon
Lam Research
LRCX
+$1.65M

Top Sells

1
+$10.8M
2
+$4.77M
3
+$3.68M
4
META icon
Meta Platforms (Facebook)
META
+$2.34M
5
UPRO icon
ProShares UltraPro S&P 500
UPRO
+$908K

Sector Composition

1 Technology 37.83%
2 Consumer Discretionary 25.22%
3 Financials 9.18%
4 Healthcare 7.82%
5 Industrials 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.65M 0.65%
+45,020
27
$1.62M 0.64%
45,177
+43,725
28
$1.6M 0.63%
18,625
+13,456
29
$1.59M 0.62%
5,984
+2,918
30
$1.54M 0.61%
35,724
+32,490
31
$1.53M 0.6%
9,322
+6,100
32
$1.47M 0.58%
2,906
+2,120
33
$1.44M 0.57%
23,442
-76
34
$1.38M 0.54%
3,664
+1,200
35
$1.37M 0.54%
82,265
-4,098
36
$1.36M 0.54%
4,084
+2,906
37
$1.3M 0.51%
10,469
+10,303
38
$1.25M 0.49%
8,450
+7,625
39
$1.17M 0.46%
23,223
+21,736
40
$1.16M 0.46%
12,424
+11,724
41
$1.12M 0.44%
+5,203
42
$1.12M 0.44%
+9,591
43
$1.1M 0.43%
+4,809
44
$1.08M 0.42%
3,859
+3,850
45
$1.05M 0.41%
6,170
+2,385
46
$1.04M 0.41%
+23,793
47
$984K 0.39%
30,678
+29,532
48
$980K 0.39%
27,612
-564
49
$941K 0.37%
+5,282
50
$893K 0.35%
2,311
-10
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