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
76
$104K 0.03%
1,450
+250
77
$96K 0.02%
1,187
-130
78
$95K 0.02%
+280
79
$93K 0.02%
1,460
+863
80
$93K 0.02%
1,000
81
$87K 0.02%
225
82
$85K 0.02%
179
83
$80K 0.02%
12,750
84
$72K 0.02%
200
+193
85
$72K 0.02%
1,389
+1,100
86
$69K 0.02%
4,350
+4,150
87
$69K 0.02%
400
88
$69K 0.02%
950
+750
89
$65K 0.02%
4,616
90
$64K 0.02%
679
+64
91
$64K 0.02%
3,500
-1,100
92
$60K 0.02%
597
-403
93
$56K 0.01%
269
+150
94
$56K 0.01%
377
95
$55K 0.01%
325
96
$55K 0.01%
2,904
97
$55K 0.01%
1,320
-400
98
$54K 0.01%
+300
99
$54K 0.01%
3,207
100
$53K 0.01%
200
2 3
4
5 6