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
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90
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$6K ﹤0.01%
50
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$6K ﹤0.01%
120
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11
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$5K ﹤0.01%
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30
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$5K ﹤0.01%
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$4K ﹤0.01%
30
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$4K ﹤0.01%
150
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$4K ﹤0.01%
12
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$4K ﹤0.01%
35
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+45
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65
196
$3K ﹤0.01%
200
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12
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$3K ﹤0.01%
98
199
$2K ﹤0.01%
84
200
$2K ﹤0.01%
19