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
$668M
AUM Growth
+$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
419
New
Increased
Reduced
Closed

Top Buys

1 +$7.59M
2 +$3.91M
3 +$3.59M
4
NVDA icon
NVIDIA
NVDA
+$2.73M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.65M

Top Sells

1 +$2.65M
2 +$966K
3 +$825K
4
WMT icon
Walmart Inc
WMT
+$823K
5
MU icon
Micron Technology
MU
+$809K

Sector Composition

1 Technology 50.86%
2 Consumer Discretionary 20.6%
3 Communication Services 15.07%
4 Financials 6.64%
5 Industrials 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GLD icon
101
SPDR Gold Trust
GLD
$157B
$97.5K 0.01%
320
MDT icon
102
Medtronic
MDT
$124B
$96.9K 0.01%
1,112
IVW icon
103
iShares S&P 500 Growth ETF
IVW
$66.9B
$95.2K 0.01%
865
VWO icon
104
Vanguard FTSE Emerging Markets ETF
VWO
$110B
$91K 0.01%
+1,839
NEE icon
105
NextEra Energy
NEE
$174B
$90.9K 0.01%
1,310
-34
SPY icon
106
SPDR S&P 500 ETF Trust
SPY
$714B
$89.6K 0.01%
145
KGC icon
107
Kinross Gold
KGC
$40.6B
$87.9K 0.01%
5,625
ITW icon
108
Illinois Tool Works
ITW
$76.4B
$86.5K 0.01%
350
EPD icon
109
Enterprise Products Partners
EPD
$71.2B
$85.3K 0.01%
2,750
+2,000
UNM icon
110
Unum
UNM
$12.7B
$84.8K 0.01%
1,050
TGT icon
111
Target
TGT
$50.4B
$83.8K 0.01%
849
LLY icon
112
Eli Lilly
LLY
$929B
$81.9K 0.01%
105
AMAT icon
113
Applied Materials
AMAT
$259B
$81.7K 0.01%
446
GLW icon
114
Corning
GLW
$80.8B
$81.5K 0.01%
1,550
+50
IEMG icon
115
iShares Core MSCI Emerging Markets ETF
IEMG
$128B
$80.2K 0.01%
1,336
+814
QUAL icon
116
iShares MSCI USA Quality Factor ETF
QUAL
$49.1B
$79.3K 0.01%
434
GFI icon
117
Gold Fields
GFI
$44.2B
$79.3K 0.01%
3,350
DIS icon
118
Walt Disney
DIS
$199B
$78.9K 0.01%
636
+174
BITU icon
119
ProShares Ultra Bitcoin ETF
BITU
$702M
$77.6K 0.01%
1,500
VUG icon
120
Vanguard Growth ETF
VUG
$202B
$77.6K 0.01%
177
C icon
121
Citigroup
C
$206B
$76.9K 0.01%
904
NSC icon
122
Norfolk Southern
NSC
$65.2B
$76K 0.01%
297
WTV icon
123
WisdomTree US Value Fund
WTV
$2.25B
$75.2K 0.01%
870
XMMO icon
124
Invesco S&P MidCap Momentum ETF
XMMO
$5.28B
$74.6K 0.01%
580
EFV icon
125
iShares MSCI EAFE Value ETF
EFV
$28.5B
$74.5K 0.01%
1,173