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
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83
+8
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107
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+34
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+42
185
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+66
186
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187
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-10
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35
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$3K ﹤0.01%
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$2K ﹤0.01%
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-15
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$2K ﹤0.01%
+50
200
$2K ﹤0.01%
19