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
51
$424K 0.13%
505
-10
52
$375K 0.11%
7,029
+1,000
53
$324K 0.1%
2,438
+366
54
$276K 0.08%
2,500
55
$253K 0.08%
+4,370
56
$246K 0.07%
2,388
-4,470
57
$239K 0.07%
924
-300
58
$236K 0.07%
2,028
+342
59
$217K 0.06%
985
-454
60
$187K 0.06%
325
61
$175K 0.05%
3,127
62
$163K 0.05%
8,010
-3,124
63
$149K 0.04%
240
64
$145K 0.04%
856
-65
65
$139K 0.04%
4,687
-3,502
66
$139K 0.04%
16,929
67
$135K 0.04%
1,250
+500
68
$129K 0.04%
12,750
69
$124K 0.04%
1,100
+750
70
$119K 0.04%
+1,000
71
$116K 0.03%
+1,000
72
$111K 0.03%
4,600
+350
73
$110K 0.03%
735
+200
74
$107K 0.03%
10,000
75
$106K 0.03%
5,155
1 2
3
4 5