HI
Hoey Investments Portfolio holdings
AUM
$668M
1-Year Return
32.73%
This Quarter Return
-4.86%
1 Year Return
+32.73%
3 Year Return
+244.92%
5 Year Return
+346.39%
10 Year Return
–
AUM
$358M
AUM Growth
-$23.6M
(-6.2%)
Cap. Flow
+$2.19M
Cap. Flow
% of AUM
0.61%
Top 10 Holdings %
Top 10 Hldgs %
82.52%
Holding
273
New
30
Increased
42
Reduced
58
Closed
25
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$13.8M |
| 2 |
ProShares UltraPro QQQ
TQQQ
|
$8.06M |
| 3 |
NVIDIA
NVDA
|
$6.52M |
| 4 |
Apple
AAPL
|
$4.42M |
| 5 |
Amazon
AMZN
|
$3.62M |
Top Sells
| 1 |
Walmart
WMT
|
$10.2M |
| 2 |
Home Depot
HD
|
$9.56M |
| 3 |
Lowe's Companies
LOW
|
$7.41M |
| 4 |
Booking.com
BKNG
|
$5.64M |
| 5 |
Target
TGT
|
$5.51M |
Sector Composition
| 1 | Technology | 50.53% |
| 2 | Consumer Discretionary | 19.65% |
| 3 | Communication Services | 7.94% |
| 4 | Financials | 6.6% |
| 5 | Healthcare | 3.57% |
