HI

Hoey Investments Portfolio holdings

AUM $737M
1-Year Est. Return 32.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$737M
AUM Growth
-$2.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$1.11M
3
+$867K
4
MS icon
Morgan Stanley
MS
+$858K
5
IBB icon
iShares Biotechnology ETF
IBB
+$694K

Top Sells

1
+$4.32M
2
+$1.23M
3
+$1.22M
4
ARM icon
Arm
ARM
+$931K
5
NOW icon
ServiceNow
NOW
+$683K

Sector Composition

1 Technology 51.69%
2 Consumer Discretionary 19.56%
3 Communication Services 13.26%
4 Financials 7.5%
5 Industrials 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LLY icon
101
Eli Lilly
LLY
$828B
$113K 0.02%
105
IVW icon
102
iShares S&P 500 Growth ETF
IVW
$69.2B
$107K 0.01%
865
SPG icon
103
Simon Property Group
SPG
$67B
$106K 0.01%
575
+200
MDT icon
104
Medtronic
MDT
$111B
$106K 0.01%
1,105
C icon
105
Citigroup
C
$225B
$105K 0.01%
900
VWO icon
106
Vanguard FTSE Emerging Markets ETF
VWO
$120B
$99.3K 0.01%
1,848
SPY icon
107
State Street SPDR S&P 500 ETF Trust
SPY
$720B
$98.9K 0.01%
145
METU
108
Direxion Shares ETF Trust Direxion Daily META Bull 2X ETF
METU
$466M
$96.3K 0.01%
3,000
+2,500
VTV icon
109
Vanguard Value ETF
VTV
$170B
$95.1K 0.01%
498
-425
NEE icon
110
NextEra Energy
NEE
$192B
$92.7K 0.01%
1,155
IEMG icon
111
iShares Core MSCI Emerging Markets ETF
IEMG
$152B
$89.8K 0.01%
1,336
SANA icon
112
Sana Biotechnology
SANA
$939M
$89.5K 0.01%
22,000
BMNR
113
BitMine Immersion Technologies
BMNR
$12.3B
$88.3K 0.01%
3,252
+1,252
EPD icon
114
Enterprise Products Partners
EPD
$79.3B
$88.2K 0.01%
2,750
CMCSA icon
115
Comcast
CMCSA
$107B
$87.9K 0.01%
2,942
LYFT icon
116
Lyft
LYFT
$5.71B
$87.2K 0.01%
4,500
ITW icon
117
Illinois Tool Works
ITW
$78.4B
$86.2K 0.01%
350
QUAL icon
118
iShares MSCI USA Quality Factor ETF
QUAL
$50.1B
$86.2K 0.01%
434
EFV icon
119
iShares MSCI EAFE Value ETF
EFV
$30.3B
$85.9K 0.01%
1,203
NSC icon
120
Norfolk Southern
NSC
$67.9B
$85.8K 0.01%
297
DOW icon
121
Dow Inc
DOW
$25.6B
$82.6K 0.01%
3,533
-1,014
UNM icon
122
Unum
UNM
$12.9B
$81.4K 0.01%
1,050
BITO icon
123
ProShares Bitcoin Strategy ETF
BITO
$1.99B
$80.2K 0.01%
6,594
-11,030
CVS icon
124
CVS Health
CVS
$99.1B
$79.4K 0.01%
1,000
WPM icon
125
Wheaton Precious Metals
WPM
$69.2B
$76.4K 0.01%
650
3 4
5
6 7