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
$323M
AUM Growth
-$4.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$3.12M
2
+$1.89M
3
+$1.34M
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$1.27M
5
XYZ
Block Inc
XYZ
+$705K

Top Sells

1
+$1.53M
2
+$1.25M
3
+$1.11M
4
KSS icon
Kohl's
KSS
+$940K
5
QCOM icon
Qualcomm
QCOM
+$903K

Sector Composition

1 Technology 40.22%
2 Consumer Discretionary 24.02%
3 Financials 9.13%
4 Healthcare 6.71%
5 Communication Services 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$7K ﹤0.01%
260
+1
177
$7K ﹤0.01%
+300
178
$6K ﹤0.01%
90
179
$6K ﹤0.01%
75
180
$6K ﹤0.01%
90
181
$6K ﹤0.01%
50
182
$6K ﹤0.01%
120
183
$6K ﹤0.01%
11
184
$5K ﹤0.01%
31
185
$5K ﹤0.01%
100
186
$5K ﹤0.01%
30
187
$5K ﹤0.01%
200
188
$5K ﹤0.01%
73
189
$5K ﹤0.01%
85
190
$4K ﹤0.01%
30
191
$4K ﹤0.01%
150
192
$4K ﹤0.01%
12
193
$4K ﹤0.01%
35
194
$3K ﹤0.01%
+45
195
$3K ﹤0.01%
65
196
$3K ﹤0.01%
200
197
$3K ﹤0.01%
12
198
$3K ﹤0.01%
98
199
$2K ﹤0.01%
84
200
$2K ﹤0.01%
19
6 7
8
9 10