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
51
$778K 0.31%
5,415
-572
52
$772K 0.3%
20,000
+4,500
53
$718K 0.28%
36,822
-7,893
54
$699K 0.27%
5,883
+885
55
$679K 0.27%
3,000
56
$629K 0.25%
8,019
+7,685
57
$599K 0.24%
6,864
+59
58
$579K 0.23%
3,465
+200
59
$556K 0.22%
5,831
+1,386
60
$540K 0.21%
25,701
+25,151
61
$495K 0.19%
1,048
+191
62
$491K 0.19%
11,050
+2,830
63
$491K 0.19%
6,000
64
$490K 0.19%
+13,450
65
$461K 0.18%
7,547
-7,041
66
$450K 0.18%
7,490
-1,453
67
$445K 0.17%
2,998
+537
68
$406K 0.16%
3,883
+1,908
69
$375K 0.15%
681
+45
70
$325K 0.13%
40,000
+25,000
71
$323K 0.13%
2,859
+2,025
72
$308K 0.12%
9,008
+6,724
73
$282K 0.11%
2,386
+1,250
74
$269K 0.11%
164
-15
75
$263K 0.1%
543
-174
1 2
3
4 5