HI

Hoey Investments Portfolio holdings

AUM $737M
1-Year Est. Return 32.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$737M
AUM Growth
-$2.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1 +$2.29M
2 +$1.11M
3 +$867K
4
MS icon
Morgan Stanley
MS
+$858K
5
IBB icon
iShares Biotechnology ETF
IBB
+$694K

Top Sells

1 +$4.32M
2 +$1.23M
3 +$1.22M
4
ARM icon
Arm
ARM
+$931K
5
NOW icon
ServiceNow
NOW
+$683K

Sector Composition

1 Technology 51.69%
2 Consumer Discretionary 19.56%
3 Communication Services 13.26%
4 Financials 7.5%
5 Industrials 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SCHA icon
176
Schwab U.S Small- Cap ETF
SCHA
$22.1B
$33K ﹤0.01%
1,157
SQQQ icon
177
ProShares UltraPro Short QQQ
SQQQ
$2.99B
$32.5K ﹤0.01%
475
+75
GOOG icon
178
Alphabet (Google) Class C
GOOG
$4.07T
$31.4K ﹤0.01%
100
VLO icon
179
Valero Energy
VLO
$67.5B
$31.1K ﹤0.01%
191
DLR icon
180
Digital Realty Trust
DLR
$69.8B
$30.9K ﹤0.01%
200
O icon
181
Realty Income
O
$60.6B
$30.7K ﹤0.01%
544
LABU icon
182
Direxion Daily S&P Biotech Bull 3X ETF
LABU
$552M
$30.3K ﹤0.01%
190
VICI icon
183
VICI Properties
VICI
$30.6B
$28.1K ﹤0.01%
1,000
IJR icon
184
iShares Core S&P Small-Cap ETF
IJR
$101B
$28K ﹤0.01%
233
SOLS
185
Solstice Advanced Materials
SOLS
$12.8B
$26.7K ﹤0.01%
+549
AMT icon
186
American Tower
AMT
$84.8B
$26.3K ﹤0.01%
150
-300
BK icon
187
Bank of New York Mellon
BK
$93.2B
$26.1K ﹤0.01%
225
ORCL icon
188
Oracle
ORCL
$506B
$26.1K ﹤0.01%
134
-267
BETH icon
189
ProShares Bitcoin & Ether Market Cap Weight Strategy ETF
BETH
$13.2M
$25.5K ﹤0.01%
500
+200
ZIM icon
190
ZIM Integrated Shipping Services
ZIM
$3.22B
$25.5K ﹤0.01%
+1,200
BBUS icon
191
JPMorgan BetaBuilders US Equity ETF
BBUS
$7.64B
$25.2K ﹤0.01%
+204
PCH
192
DELISTED
PotlatchDeltic
PCH
$24.7K ﹤0.01%
622
MCK icon
193
McKesson
MCK
$105B
$24.6K ﹤0.01%
30
VTI icon
194
Vanguard Total Stock Market ETF
VTI
$611B
$23.9K ﹤0.01%
71
+12
PSX icon
195
Phillips 66
PSX
$62.6B
$23.7K ﹤0.01%
184
ABNB icon
196
Airbnb
ABNB
$86.1B
$22.4K ﹤0.01%
165
APA icon
197
APA Corp
APA
$12.8B
$22.1K ﹤0.01%
905
SCHC icon
198
Schwab International Small-Cap Equity ETF
SCHC
$5.62B
$20.5K ﹤0.01%
450
NAK
199
Northern Dynasty Minerals
NAK
$1.22B
$19.7K ﹤0.01%
10,000
MRVL icon
200
Marvell Technology
MRVL
$129B
$19.5K ﹤0.01%
230