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
126
$24K 0.01%
118
-33
127
$24K 0.01%
2,775
128
$23K 0.01%
1,347
129
$23K 0.01%
+3,000
130
$23K 0.01%
302
131
$22K 0.01%
192
-65
132
$22K 0.01%
+500
133
$22K 0.01%
1,211
134
$22K 0.01%
164
135
$21K 0.01%
166
136
$20K 0.01%
134
137
$20K 0.01%
119
138
$19K 0.01%
1,238
139
$18K 0.01%
+90
140
$18K 0.01%
260
-1,500
141
$17K 0.01%
517
142
$17K 0.01%
160
143
$17K 0.01%
171
144
$16K ﹤0.01%
750
145
$16K ﹤0.01%
254
146
$16K ﹤0.01%
120
147
$16K ﹤0.01%
856
148
$16K ﹤0.01%
495
-56
149
$16K ﹤0.01%
120
150
$16K ﹤0.01%
289
4 5
6
7 8