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
51
$247K 0.06%
8,537
+3,850
52
$240K 0.06%
2,303
+275
53
$229K 0.06%
+3,000
54
$217K 0.06%
1,076
+91
55
$213K 0.05%
11,453
+3,443
56
$209K 0.05%
1,930
+900
57
$200K 0.05%
786
-17,009
58
$169K 0.04%
1,250
59
$162K 0.04%
856
60
$162K 0.04%
885
+150
61
$161K 0.04%
+6,000
62
$157K 0.04%
3,127
63
$156K 0.04%
16,929
64
$144K 0.04%
1,025
+525
65
$130K 0.03%
1,791
66
$130K 0.03%
804
-6,666
67
$129K 0.03%
12,750
68
$126K 0.03%
+6,176
69
$124K 0.03%
775
70
$123K 0.03%
185
71
$117K 0.03%
1,569
72
$116K 0.03%
800
+400
73
$111K 0.03%
5,155
74
$110K 0.03%
326
-16,077
75
$107K 0.03%
10,000
1 2
3
4 5