HI

Hoey Investments Portfolio holdings

AUM $739M
1-Year Est. Return 46.16%
This Quarter Est. Return
1 Year Est. Return
+46.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$739M
AUM Growth
+$71.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$4.31M
2
+$1.28M
3
+$861K
4
MS icon
Morgan Stanley
MS
+$739K
5
META icon
Meta Platforms (Facebook)
META
+$731K

Top Sells

1
+$3.83M
2
+$811K
3
+$538K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$343K
5
ARM icon
Arm
ARM
+$299K

Sector Composition

1 Technology 52.85%
2 Consumer Discretionary 18.65%
3 Communication Services 14.31%
4 Financials 6.71%
5 Industrials 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHR icon
176
Schwab Intermediately-Term US Treasury ETF
SCHR
$12.6B
$36.8K ﹤0.01%
1,463
SCHE icon
177
Schwab Emerging Markets Equity ETF
SCHE
$11.4B
$36.7K ﹤0.01%
1,100
EMN icon
178
Eastman Chemical
EMN
$7.05B
$35.4K ﹤0.01%
562
MMM icon
179
3M
MMM
$91.2B
$35.4K ﹤0.01%
228
+100
DLR icon
180
Digital Realty Trust
DLR
$54.1B
$34.6K ﹤0.01%
+200
IBB icon
181
iShares Biotechnology ETF
IBB
$8.71B
$33.9K ﹤0.01%
235
INTC icon
182
Intel
INTC
$207B
$33.5K ﹤0.01%
1,000
-8
STZ icon
183
Constellation Brands
STZ
$24B
$33.3K ﹤0.01%
247
O icon
184
Realty Income
O
$53.2B
$33.1K ﹤0.01%
544
VICI icon
185
VICI Properties
VICI
$30.2B
$32.6K ﹤0.01%
1,000
VLO icon
186
Valero Energy
VLO
$55.2B
$32.5K ﹤0.01%
191
SCHA icon
187
Schwab U.S Small- Cap ETF
SCHA
$19.2B
$32.3K ﹤0.01%
1,157
BLSH
188
Bullish
BLSH
$6.63B
$31.8K ﹤0.01%
+500
ETHA
189
iShares Ethereum Trust ETF
ETHA
$1.78B
$31.5K ﹤0.01%
+1,000
COR icon
190
Cencora
COR
$67.4B
$31.3K ﹤0.01%
100
SQQQ icon
191
ProShares UltraPro Short QQQ
SQQQ
$2.43B
$30.5K ﹤0.01%
400
ADM icon
192
Archer Daniels Midland
ADM
$29.3B
$29.9K ﹤0.01%
+500
IJR icon
193
iShares Core S&P Small-Cap ETF
IJR
$88.5B
$27.7K ﹤0.01%
233
-31
YINN icon
194
Direxion Daily FTSE China Bull 3X Shares
YINN
$849M
$27.1K ﹤0.01%
500
SNDL icon
195
Sundial Growers
SNDL
$443M
$26.9K ﹤0.01%
10,040
PCH icon
196
PotlatchDeltic
PCH
$2.98B
$25.3K ﹤0.01%
622
PSX icon
197
Phillips 66
PSX
$55.8B
$25K ﹤0.01%
184
BK icon
198
Bank of New York Mellon
BK
$78.7B
$24.5K ﹤0.01%
225
-125
BETH icon
199
ProShares Bitcoin & Ether Market Cap Weight Strategy ETF
BETH
$16.5M
$24.4K ﹤0.01%
+300
GOOG icon
200
Alphabet (Google) Class C
GOOG
$3.84T
$24.4K ﹤0.01%
100
6 7
8
9 10