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
TGT icon
126
Target
TGT
$58.4B
$73.9K 0.01%
756
-41
EFG icon
127
iShares MSCI EAFE Growth ETF
EFG
$15.2B
$72.8K 0.01%
639
DVN icon
128
Devon Energy
DVN
$28.1B
$71.2K 0.01%
1,943
COIN icon
129
Coinbase
COIN
$53.3B
$70.6K 0.01%
312
-11
FNDX icon
130
Schwab Fundamental US Large Company Index ETF
FNDX
$25.2B
$70.4K 0.01%
2,586
TDS icon
131
Telephone and Data Systems
TDS
$5.19B
$68.4K 0.01%
1,668
SHOP icon
132
Shopify
SHOP
$171B
$67.6K 0.01%
420
-10
CDNS icon
133
Cadence Design Systems
CDNS
$87.1B
$65.6K 0.01%
210
SIVR icon
134
abrdn Physical Silver Shares ETF
SIVR
$5.44B
$64.9K 0.01%
960
SCHX icon
135
Schwab US Large- Cap ETF
SCHX
$67B
$64.3K 0.01%
2,390
VO icon
136
Vanguard Mid-Cap ETF
VO
$98.8B
$63.5K 0.01%
219
+2
COP icon
137
ConocoPhillips
COP
$144B
$61.4K 0.01%
656
-56
BHP icon
138
BHP
BHP
$201B
$60.4K 0.01%
1,000
ADM icon
139
Archer Daniels Midland
ADM
$32.7B
$57.5K 0.01%
1,000
+500
WPC icon
140
W.P. Carey
WPC
$16.2B
$57.1K 0.01%
887
PANW icon
141
Palo Alto Networks
PANW
$137B
$56K 0.01%
304
-400
FNDF icon
142
Schwab Fundamental International Large Company Index ETF
FNDF
$22.9B
$53.4K 0.01%
1,182
AEP icon
143
American Electric Power
AEP
$73.5B
$53K 0.01%
460
ADBE icon
144
Adobe
ADBE
$100B
$52.5K 0.01%
150
-39
SCHH icon
145
Schwab US REIT ETF
SCHH
$9.97B
$51.4K 0.01%
2,460
FNDE icon
146
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.44B
$51.3K 0.01%
1,422
XLF icon
147
State Street Financial Select Sector SPDR ETF
XLF
$51.4B
$49.3K 0.01%
900
FNDA icon
148
Schwab Fundamental US Small Company Index ETF
FNDA
$10.2B
$47.4K 0.01%
1,504
IEFA icon
149
iShares Core MSCI EAFE ETF
IEFA
$182B
$47.2K 0.01%
528
DUK icon
150
Duke Energy
DUK
$100B
$46.9K 0.01%
400
-30