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
126
$24K 0.01%
+1,100
127
$23K 0.01%
1,347
128
$23K 0.01%
134
129
$23K 0.01%
225
+200
130
$22K 0.01%
38
-287
131
$22K 0.01%
241
+41
132
$22K 0.01%
1,000
-1,000
133
$21K 0.01%
90
134
$20K 0.01%
166
135
$20K 0.01%
1,238
136
$20K 0.01%
1,211
137
$20K 0.01%
171
138
$19K ﹤0.01%
70
+58
139
$18K ﹤0.01%
2,600
-5,865
140
$17K ﹤0.01%
517
141
$17K ﹤0.01%
856
142
$17K ﹤0.01%
500
-600
143
$16K ﹤0.01%
750
144
$16K ﹤0.01%
+64
145
$16K ﹤0.01%
1,000
146
$16K ﹤0.01%
260
147
$15K ﹤0.01%
254
148
$15K ﹤0.01%
271
149
$15K ﹤0.01%
120
150
$15K ﹤0.01%
493
-2
4 5
6
7 8