HI
Hoey Investments Portfolio holdings
AUM
$668M
This Quarter Return
+9.33%
1 Year Return
+32.73%
3 Year Return
+244.92%
5 Year Return
+346.39%
10 Year Return
–
AUM
$273M
AUM Growth
+$273M
(+14%)
Cap. Flow
+$11.8M
Cap. Flow
% of AUM
4.34%
Top 10 Holdings %
Top 10 Hldgs %
83.8%
Holding
199
New
59
Increased
27
Reduced
26
Closed
10
Top Buys
| 1 |
Amazon
AMZN
|
$9.34M |
| 2 |
Microsoft
MSFT
|
$3.36M |
| 3 |
Apple
AAPL
|
$2.88M |
| 4 |
PayPal
PYPL
|
$1.56M |
| 5 |
Qualcomm
QCOM
|
$1.35M |
Top Sells
| 1 |
ProShares UltraPro QQQ
TQQQ
|
$9.7M |
| 2 |
ProShares UltraPro S&P 500
UPRO
|
$6.28M |
| 3 |
Netflix
NFLX
|
$2.21M |
| 4 |
NVIDIA
NVDA
|
$767K |
| 5 |
Comcast
CMCSA
|
$307K |
Sector Composition
| 1 | Technology | 48.72% |
| 2 | Consumer Discretionary | 29.13% |
| 3 | Consumer Staples | 6.92% |
| 4 | Healthcare | 5.18% |
| 5 | Financials | 4.67% |
