HI
Hoey Investments Portfolio holdings
AUM
$668M
This Quarter Return
-0.65%
1 Year Return
+32.73%
3 Year Return
+244.92%
5 Year Return
+346.39%
10 Year Return
–
AUM
$241M
AUM Growth
+$241M
(+9.5%)
Cap. Flow
+$35.8M
Cap. Flow
% of AUM
14.86%
Top 10 Holdings %
Top 10 Hldgs %
64.49%
Holding
333
New
52
Increased
78
Reduced
38
Closed
30
Top Buys
| 1 |
Amazon
AMZN
|
$3.32M |
| 2 |
ConocoPhillips
COP
|
$2.26M |
| 3 |
Palo Alto Networks
PANW
|
$2.2M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$2.11M |
| 5 |
Goldman Sachs
GS
|
$1.79M |
Top Sells
| 1 |
ProShares UltraPro QQQ
TQQQ
|
$10.8M |
| 2 |
Direxion Daily Technology Bull 3x Shares
TECL
|
$4.77M |
| 3 |
Meta Platforms (Facebook)
META
|
$2.34M |
| 4 |
ProShares UltraPro S&P 500
UPRO
|
$908K |
| 5 |
PepsiCo
PEP
|
$608K |
Sector Composition
| 1 | Technology | 37.83% |
| 2 | Consumer Discretionary | 25.22% |
| 3 | Financials | 9.18% |
| 4 | Healthcare | 7.82% |
| 5 | Industrials | 4.5% |
