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
76
$249K 0.1%
+1,500
77
$238K 0.09%
1,031
78
$235K 0.09%
2,425
-200
79
$233K 0.09%
845
+535
80
$229K 0.09%
1,247
-260
81
$228K 0.09%
5,692
-1,862
82
$214K 0.08%
47,876
+35,126
83
$202K 0.08%
13,150
+500
84
$199K 0.08%
2,468
-2,304
85
$199K 0.08%
14,280
-1,324
86
$195K 0.08%
1,450
+200
87
$193K 0.08%
5,089
88
$174K 0.07%
2,281
+258
89
$169K 0.07%
+4,359
90
$156K 0.06%
+1,400
91
$155K 0.06%
+17,641
92
$153K 0.06%
+9,277
93
$149K 0.06%
438
+300
94
$148K 0.06%
+7,367
95
$148K 0.06%
3,550
+1,800
96
$132K 0.05%
281
97
$131K 0.05%
+3,200
98
$127K 0.05%
16,929
99
$124K 0.05%
1,313
+343
100
$120K 0.05%
+8,449
2 3
4
5 6