HI
Hoey Investments Portfolio holdings
AUM
$668M
1-Year Return
32.73%
This Quarter Return
+36.4%
1 Year Return
+32.73%
3 Year Return
+244.92%
5 Year Return
+346.39%
10 Year Return
–
AUM
$201M
AUM Growth
+$60.1M
(+43%)
Cap. Flow
+$1.99M
Cap. Flow
% of AUM
0.99%
Top 10 Holdings %
Top 10 Hldgs %
77.55%
Holding
162
New
37
Increased
34
Reduced
19
Closed
19
Top Buys
| 1 |
Amazon
AMZN
|
$3.68M |
| 2 |
JPMorgan Chase
JPM
|
$3.05M |
| 3 |
Qualcomm
QCOM
|
$2.44M |
| 4 |
Lowe's Companies
LOW
|
$2.19M |
| 5 |
Netflix
NFLX
|
$2.11M |
Top Sells
| 1 |
ProShares UltraPro S&P 500
UPRO
|
$23M |
| 2 |
ProShares UltraPro QQQ
TQQQ
|
$11.2M |
| 3 |
WORK
Slack Technologies, Inc.
WORK
|
$1.06M |
| 4 |
Zoom
ZM
|
$840K |
| 5 |
RTN
Raytheon Company
RTN
|
$525K |
Sector Composition
| 1 | Technology | 44.55% |
| 2 | Consumer Discretionary | 26.08% |
| 3 | Healthcare | 6.88% |
| 4 | Consumer Staples | 5.84% |
| 5 | Financials | 4.01% |
