HI

Hoey Investments Portfolio holdings

AUM $739M
1-Year Est. Return 46.16%
This Quarter Est. Return
1 Year Est. Return
+46.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$739M
AUM Growth
+$71.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1 +$4.31M
2 +$1.28M
3 +$861K
4
MS icon
Morgan Stanley
MS
+$739K
5
META icon
Meta Platforms (Facebook)
META
+$731K

Top Sells

1 +$3.83M
2 +$811K
3 +$538K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$343K
5
ARM icon
Arm
ARM
+$299K

Sector Composition

1 Technology 52.85%
2 Consumer Discretionary 18.65%
3 Communication Services 14.31%
4 Financials 6.71%
5 Industrials 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
DGRO icon
101
iShares Core Dividend Growth ETF
DGRO
$35.3B
$113K 0.02%
1,653
COIN icon
102
Coinbase
COIN
$71B
$109K 0.01%
323
+11
SCHF icon
103
Schwab International Equity ETF
SCHF
$53.4B
$109K 0.01%
4,671
MDT icon
104
Medtronic
MDT
$131B
$105K 0.01%
1,105
-7
IVW icon
105
iShares S&P 500 Growth ETF
IVW
$66.6B
$104K 0.01%
865
DOW icon
106
Dow Inc
DOW
$17B
$104K 0.01%
4,547
-432
BMNR
107
BitMine Immersion Technologies
BMNR
$12.3B
$104K 0.01%
+2,000
BABA icon
108
Alibaba
BABA
$384B
$103K 0.01%
575
+150
VWO icon
109
Vanguard FTSE Emerging Markets ETF
VWO
$104B
$100K 0.01%
1,848
+9
LYFT icon
110
Lyft
LYFT
$8.88B
$99K 0.01%
4,500
SPY icon
111
SPDR S&P 500 ETF Trust
SPY
$698B
$96.6K 0.01%
145
CMCSA icon
112
Comcast
CMCSA
$98.5B
$92.4K 0.01%
2,942
C icon
113
Citigroup
C
$185B
$91.3K 0.01%
900
-4
AMAT icon
114
Applied Materials
AMAT
$211B
$91.3K 0.01%
446
ITW icon
115
Illinois Tool Works
ITW
$72.1B
$91.3K 0.01%
350
NSC icon
116
Norfolk Southern
NSC
$65.5B
$89.2K 0.01%
297
IEMG icon
117
iShares Core MSCI Emerging Markets ETF
IEMG
$117B
$88.1K 0.01%
1,336
NEE icon
118
NextEra Energy
NEE
$176B
$87.2K 0.01%
1,155
-155
AMT icon
119
American Tower
AMT
$82.3B
$86.5K 0.01%
+450
EPD icon
120
Enterprise Products Partners
EPD
$69.2B
$86K 0.01%
2,750
VUG icon
121
Vanguard Growth ETF
VUG
$202B
$84.9K 0.01%
177
QUAL icon
122
iShares MSCI USA Quality Factor ETF
QUAL
$48.2B
$84.4K 0.01%
434
VOO icon
123
Vanguard S&P 500 ETF
VOO
$800B
$83.3K 0.01%
136
-183
UNM icon
124
Unum
UNM
$12.4B
$81.7K 0.01%
1,050
EFV icon
125
iShares MSCI EAFE Value ETF
EFV
$27.2B
$81.6K 0.01%
1,203
+30