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
$381M
AUM Growth
+$58.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$8.54M
2
+$6.42M
3
+$5.75M
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$5.03M
5
AAPL icon
Apple
AAPL
+$4.89M

Top Sells

1
+$5.42M
2
+$4.33M
3
+$3.86M
4
CVS icon
CVS Health
CVS
+$3.06M
5
CRWD icon
CrowdStrike
CRWD
+$1.95M

Sector Composition

1 Technology 45.57%
2 Consumer Discretionary 25.56%
3 Financials 7.78%
4 Consumer Staples 5.6%
5 Communication Services 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$15K ﹤0.01%
227
-75
152
$13K ﹤0.01%
300
-200
153
$13K ﹤0.01%
213
154
$13K ﹤0.01%
80
155
$13K ﹤0.01%
+95
156
$13K ﹤0.01%
50
157
$12K ﹤0.01%
100
158
$12K ﹤0.01%
423
+163
159
$11K ﹤0.01%
226
160
$11K ﹤0.01%
180
161
$11K ﹤0.01%
311
162
$11K ﹤0.01%
282
163
$10K ﹤0.01%
610
164
$10K ﹤0.01%
125
165
$10K ﹤0.01%
138
166
$10K ﹤0.01%
45
-100
167
$10K ﹤0.01%
1,000
168
$9K ﹤0.01%
349
169
$9K ﹤0.01%
13
170
$9K ﹤0.01%
29
171
$9K ﹤0.01%
+125
172
$8K ﹤0.01%
72
173
$8K ﹤0.01%
100
174
$8K ﹤0.01%
56
+6
175
$8K ﹤0.01%
+461
5 6
7
8 9