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
$323M
AUM Growth
-$4.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$3.12M
2
+$1.89M
3
+$1.34M
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$1.27M
5
XYZ
Block Inc
XYZ
+$705K

Top Sells

1
+$1.53M
2
+$1.25M
3
+$1.11M
4
KSS icon
Kohl's
KSS
+$940K
5
QCOM icon
Qualcomm
QCOM
+$903K

Sector Composition

1 Technology 40.22%
2 Consumer Discretionary 24.02%
3 Financials 9.13%
4 Healthcare 6.71%
5 Communication Services 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$15K ﹤0.01%
271
152
$15K ﹤0.01%
1,000
153
$14K ﹤0.01%
200
+115
154
$14K ﹤0.01%
200
-200
155
$13K ﹤0.01%
213
156
$13K ﹤0.01%
+100
157
$13K ﹤0.01%
50
158
$12K ﹤0.01%
180
-533
159
$12K ﹤0.01%
80
160
$11K ﹤0.01%
+100
161
$11K ﹤0.01%
226
162
$11K ﹤0.01%
282
163
$10K ﹤0.01%
+250
164
$10K ﹤0.01%
610
165
$10K ﹤0.01%
311
166
$10K ﹤0.01%
13
167
$10K ﹤0.01%
+600
168
$10K ﹤0.01%
1,000
169
$9K ﹤0.01%
125
-500
170
$9K ﹤0.01%
138
171
$8K ﹤0.01%
29
172
$8K ﹤0.01%
72
173
$8K ﹤0.01%
20
174
$8K ﹤0.01%
34
+1
175
$8K ﹤0.01%
349
5 6
7
8 9