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
126
$50K 0.02%
1,000
127
$50K 0.02%
+6,200
128
$45K 0.02%
+210
129
$44K 0.02%
156
130
$44K 0.02%
400
131
$43K 0.02%
3,207
132
$43K 0.02%
400
133
$42K 0.02%
269
134
$42K 0.02%
300
135
$42K 0.02%
770
-5,578
136
$41K 0.02%
+3,500
137
$41K 0.02%
1,050
138
$39K 0.02%
1,156
-871
139
$38K 0.01%
+10,000
140
$37K 0.01%
+2,000
141
$37K 0.01%
4,008
142
$35K 0.01%
+300
143
$34K 0.01%
1,787
+1,265
144
$34K 0.01%
1,044
+900
145
$34K 0.01%
375
146
$33K 0.01%
+340
147
$33K 0.01%
325
148
$32K 0.01%
+350
149
$32K 0.01%
+1,000
150
$31K 0.01%
+1,000
4 5
6
7 8