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
101
$52K 0.01%
450
-650
102
$51K 0.01%
505
103
$51K 0.01%
3,772
-215
104
$50K 0.01%
55
-450
105
$45K 0.01%
1,200
+1,000
106
$43K 0.01%
144
+19
107
$43K 0.01%
1,211
108
$40K 0.01%
977
109
$39K 0.01%
1,076
110
$38K 0.01%
238
111
$38K 0.01%
+370
112
$37K 0.01%
600
-300
113
$37K 0.01%
400
114
$37K 0.01%
622
115
$31K 0.01%
280
116
$29K 0.01%
1,173
117
$29K 0.01%
118
118
$28K 0.01%
939
119
$28K 0.01%
500
120
$27K 0.01%
118
-17
121
$26K 0.01%
192
122
$26K 0.01%
40
-200
123
$26K 0.01%
1,050
124
$26K 0.01%
3,053
+278
125
$24K 0.01%
164
3 4
5
6 7