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
101
$53K 0.02%
400
102
$53K 0.02%
3,207
103
$53K 0.02%
+1,200
104
$52K 0.02%
+2,000
105
$50K 0.01%
2,904
106
$45K 0.01%
1,211
-611
107
$42K 0.01%
1,076
108
$41K 0.01%
325
109
$37K 0.01%
238
110
$36K 0.01%
400
111
$35K 0.01%
977
112
$35K 0.01%
1,100
+600
113
$34K 0.01%
125
114
$32K 0.01%
597
115
$32K 0.01%
622
116
$32K 0.01%
+100
117
$30K 0.01%
237
118
$29K 0.01%
135
119
$29K 0.01%
1,173
120
$28K 0.01%
500
-890
121
$28K 0.01%
939
122
$26K 0.01%
1,050
123
$26K 0.01%
145
124
$26K 0.01%
500
125
$25K 0.01%
280
3 4
5
6 7