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
101
$114K 0.04%
811
+115
102
$110K 0.04%
+12,665
103
$99K 0.04%
7,139
-14,906
104
$94K 0.04%
320
+270
105
$92K 0.04%
344
-100
106
$90K 0.04%
738
107
$89K 0.04%
+17
108
$89K 0.04%
12,950
+200
109
$84K 0.03%
2,858
110
$83K 0.03%
10,000
111
$78K 0.03%
+500
112
$73K 0.03%
600
+300
113
$73K 0.03%
4,155
-5,000
114
$72K 0.03%
687
-4,301
115
$72K 0.03%
500
+250
116
$71K 0.03%
+300
117
$67K 0.03%
1,569
118
$64K 0.03%
181
+1
119
$62K 0.02%
475
-186
120
$62K 0.02%
213
+200
121
$61K 0.02%
725
122
$59K 0.02%
725
123
$56K 0.02%
700
+400
124
$56K 0.02%
865
+750
125
$52K 0.02%
+7,500
3 4
5
6 7