HI

Hoey Investments Portfolio holdings

AUM $739M
1-Year Est. Return 46.16%
This Quarter Est. Return
1 Year Est. Return
+46.16%
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
+$4.31M
2
+$1.28M
3
+$861K
4
MS icon
Morgan Stanley
MS
+$739K
5
META icon
Meta Platforms (Facebook)
META
+$731K

Top Sells

1
+$3.83M
2
+$811K
3
+$538K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$343K
5
ARM icon
Arm
ARM
+$299K

Sector Composition

1 Technology 52.85%
2 Consumer Discretionary 18.65%
3 Communication Services 14.31%
4 Financials 6.71%
5 Industrials 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
APP icon
51
Applovin
APP
$221B
$485K 0.06%
675
+575
LNG icon
52
Cheniere Energy
LNG
$45B
$470K 0.06%
2,000
+550
JNJ icon
53
Johnson & Johnson
JNJ
$495B
$470K 0.06%
2,533
+300
HON icon
54
Honeywell
HON
$123B
$463K 0.06%
2,200
DD icon
55
DuPont de Nemours
DD
$16.6B
$454K 0.06%
13,931
-851
TMO icon
56
Thermo Fisher Scientific
TMO
$218B
$453K 0.06%
934
-87
GM icon
57
General Motors
GM
$68.7B
$420K 0.06%
6,894
-167
PHYS icon
58
Sprott Physical Gold
PHYS
$15.5B
$415K 0.06%
14,000
TSM icon
59
TSMC
TSM
$1.51T
$378K 0.05%
1,353
-305
ALL icon
60
Allstate
ALL
$54.7B
$370K 0.05%
1,723
-75
SOXL icon
61
Direxion Daily Semiconductor Bull 3X Shares
SOXL
$14.9B
$365K 0.05%
10,466
+2,264
ZTS icon
62
Zoetis
ZTS
$54.8B
$353K 0.05%
2,411
-159
COST icon
63
Costco
COST
$409B
$349K 0.05%
377
-20
BITO icon
64
ProShares Bitcoin Strategy ETF
BITO
$2.23B
$347K 0.05%
17,624
+5,000
MA icon
65
Mastercard
MA
$490B
$341K 0.05%
600
IBIT icon
66
iShares Bitcoin Trust
IBIT
$70.8B
$331K 0.04%
5,095
MCD icon
67
McDonald's
MCD
$214B
$325K 0.04%
1,068
EEM icon
68
iShares MSCI Emerging Markets ETF
EEM
$20.6B
$323K 0.04%
6,041
-1
IVV icon
69
iShares Core S&P 500 ETF
IVV
$731B
$308K 0.04%
460
CVX icon
70
Chevron
CVX
$300B
$307K 0.04%
1,976
-8
PNC icon
71
PNC Financial Services
PNC
$75.3B
$305K 0.04%
1,520
+20
LRCX icon
72
Lam Research
LRCX
$199B
$297K 0.04%
2,220
-10
AMD icon
73
Advanced Micro Devices
AMD
$350B
$281K 0.04%
1,738
+801
CRWD icon
74
CrowdStrike
CRWD
$130B
$271K 0.04%
552
-98
XOM icon
75
Exxon Mobil
XOM
$487B
$270K 0.04%
2,398
-34
1 2
3
4 5