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
$505M
AUM Growth
-$82.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1 +$2.45M
2 +$1.54M
3 +$1.21M
4
MU icon
Micron Technology
MU
+$805K
5
WMT icon
Walmart
WMT
+$680K

Top Sells

1 +$8.09M
2 +$3.09M
3 +$1.91M
4
AAPL icon
Apple
AAPL
+$1.87M
5
GE icon
GE Aerospace
GE
+$1.66M

Sector Composition

1 Technology 47.42%
2 Consumer Discretionary 22.98%
3 Communication Services 14.28%
4 Financials 7.23%
5 Industrials 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
EFG icon
126
iShares MSCI EAFE Growth ETF
EFG
$11.5B
$63.9K 0.01%
+639
SPG icon
127
Simon Property Group
SPG
$58.1B
$62.3K 0.01%
375
VO icon
128
Vanguard Mid-Cap ETF
VO
$87.5B
$56K 0.01%
216
+1
WPC icon
129
W.P. Carey
WPC
$15B
$56K 0.01%
887
SCHF icon
130
Schwab International Equity ETF
SCHF
$52.4B
$55.3K 0.01%
2,794
-1,066
COIN icon
131
Coinbase
COIN
$86.3B
$53.7K 0.01%
312
-100
JNK icon
132
SPDR Bloomberg High Yield Bond ETF
JNK
$8.16B
$53.6K 0.01%
+562
LYFT icon
133
Lyft
LYFT
$8.1B
$53.4K 0.01%
4,500
-700
CDNS icon
134
Cadence Design Systems
CDNS
$88.9B
$53.4K 0.01%
210
KMB icon
135
Kimberly-Clark
KMB
$40.3B
$53.3K 0.01%
375
AWK icon
136
American Water Works
AWK
$28.1B
$50.9K 0.01%
345
VEA icon
137
Vanguard FTSE Developed Markets ETF
VEA
$178B
$50.6K 0.01%
+995
WPM icon
138
Wheaton Precious Metals
WPM
$47.5B
$50.5K 0.01%
650
AEP icon
139
American Electric Power
AEP
$62.9B
$50.3K 0.01%
460
-750
BITU icon
140
ProShares Ultra Bitcoin ETF
BITU
$982M
$49.9K 0.01%
1,500
EMN icon
141
Eastman Chemical
EMN
$7.04B
$49.5K 0.01%
562
IEFA icon
142
iShares Core MSCI EAFE ETF
IEFA
$157B
$46.1K 0.01%
+609
TQQQ icon
143
ProShares UltraPro QQQ
TQQQ
$28.1B
$45.8K 0.01%
800
-1,200
DIS icon
144
Walt Disney
DIS
$199B
$45.6K 0.01%
462
-124
IAU icon
145
iShares Gold Trust
IAU
$64.3B
$44.2K 0.01%
750
+175
PPG icon
146
PPG Industries
PPG
$22.9B
$43.7K 0.01%
400
PDT
147
John Hancock Premium Dividend Fund
PDT
$641M
$41.9K 0.01%
3,207
CVS icon
148
CVS Health
CVS
$105B
$40.6K 0.01%
600
DUK icon
149
Duke Energy
DUK
$99.9B
$40.3K 0.01%
330
QLYS icon
150
Qualys
QLYS
$4.57B
$37.8K 0.01%
300