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
$241M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$2.26M
3
+$1.79M
4
IBB icon
iShares Biotechnology ETF
IBB
+$1.74M
5
LRCX icon
Lam Research
LRCX
+$1.65M

Top Sells

1
+$10.8M
2
+$4.77M
3
+$3.68M
4
META icon
Meta Platforms (Facebook)
META
+$2.34M
5
UPRO icon
ProShares UltraPro S&P 500
UPRO
+$908K

Sector Composition

1 Technology 37.83%
2 Consumer Discretionary 25.22%
3 Financials 9.18%
4 Healthcare 7.82%
5 Industrials 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$31K 0.01%
+400
152
$29K 0.01%
1,100
153
$29K 0.01%
267
154
$28K 0.01%
+740
155
$28K 0.01%
977
156
$28K 0.01%
1,000
157
$27K 0.01%
200
158
$26K 0.01%
+800
159
$26K 0.01%
2,200
160
$26K 0.01%
1,000
161
$26K 0.01%
622
162
$25K 0.01%
400
163
$25K 0.01%
+366
164
$25K 0.01%
+492
165
$25K 0.01%
400
166
$25K 0.01%
941
-256
167
$24K 0.01%
500
-1,500
168
$22K 0.01%
1,173
169
$21K 0.01%
300
170
$21K 0.01%
+770
171
$21K 0.01%
+825
172
$21K 0.01%
500
173
$21K 0.01%
+3,000
174
$20K 0.01%
939
175
$20K 0.01%
500
5 6
7
8 9