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
$381M
AUM Growth
+$58.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$8.54M
2
+$6.42M
3
+$5.75M
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$5.03M
5
AAPL icon
Apple
AAPL
+$4.89M

Top Sells

1
+$5.42M
2
+$4.33M
3
+$3.86M
4
CVS icon
CVS Health
CVS
+$3.06M
5
CRWD icon
CrowdStrike
CRWD
+$1.95M

Sector Composition

1 Technology 45.57%
2 Consumer Discretionary 25.56%
3 Financials 7.78%
4 Consumer Staples 5.6%
5 Communication Services 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$8K ﹤0.01%
49
+44
177
$8K ﹤0.01%
+100
178
$7K ﹤0.01%
35
-9,767
179
$7K ﹤0.01%
250
180
$7K ﹤0.01%
90
181
$7K ﹤0.01%
83
+8
182
$7K ﹤0.01%
107
+17
183
$7K ﹤0.01%
+34
184
$7K ﹤0.01%
+42
185
$6K ﹤0.01%
+66
186
$5K ﹤0.01%
20
187
$5K ﹤0.01%
24
-10
188
$5K ﹤0.01%
150
189
$5K ﹤0.01%
12
190
$5K ﹤0.01%
73
191
$5K ﹤0.01%
35
192
$4K ﹤0.01%
70
-50
193
$4K ﹤0.01%
65
194
$3K ﹤0.01%
30
195
$3K ﹤0.01%
42
196
$3K ﹤0.01%
11
197
$2K ﹤0.01%
84
198
$2K ﹤0.01%
15
-15
199
$2K ﹤0.01%
+50
200
$2K ﹤0.01%
19
6 7
8
9 10