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
76
$106K 0.03%
185
+50
77
$101K 0.03%
775
+400
78
$99K 0.03%
1,791
79
$96K 0.03%
1,569
80
$96K 0.03%
8,465
-1,833
81
$94K 0.03%
1,000
82
$90K 0.03%
1,317
+705
83
$86K 0.03%
1,030
84
$81K 0.02%
225
85
$80K 0.02%
475
86
$78K 0.02%
12,750
87
$77K 0.02%
179
+8
88
$77K 0.02%
1,720
+773
89
$76K 0.02%
750
-1,100
90
$70K 0.02%
1,200
-750
91
$69K 0.02%
519
-32
92
$68K 0.02%
615
-6,480
93
$64K 0.02%
4,616
-1,004
94
$64K 0.02%
+200
95
$59K 0.02%
500
96
$57K 0.02%
400
97
$55K 0.02%
377
+180
98
$54K 0.02%
3,987
-328
99
$53K 0.02%
505
100
$53K 0.02%
+900
2 3
4
5 6