HI

Hoey Investments Portfolio holdings

AUM $737M
1-Year Est. Return 32.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$241M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$3.71M
2
+$2.2M
3
+$2M
4
GS icon
Goldman Sachs
GS
+$1.98M
5
IBB icon
iShares Biotechnology ETF
IBB
+$1.84M

Top Sells

1
+$16.4M
2
+$4.77M
3
+$4.26M
4
META icon
Meta Platforms (Facebook)
META
+$2.46M
5
UPRO icon
ProShares UltraPro S&P 500
UPRO
+$908K

Sector Composition

1 Technology 37.82%
2 Consumer Discretionary 25.22%
3 Financials 9.2%
4 Healthcare 7.82%
5 Industrials 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$20K 0.01%
164
177
$18K 0.01%
750
178
$18K 0.01%
134
179
$18K 0.01%
+1,860
180
$17K 0.01%
500
181
$17K 0.01%
3,053
182
$17K 0.01%
227
183
$16K 0.01%
+400
184
$16K 0.01%
1,347
185
$16K 0.01%
120
186
$16K 0.01%
200
187
$16K 0.01%
+464
188
$16K 0.01%
1,928
-1,168
189
$16K 0.01%
500
190
$15K 0.01%
173
-880
191
$15K 0.01%
185
+14
192
$14K 0.01%
358
+178
193
$14K 0.01%
1,238
194
$14K 0.01%
1,211
195
$14K 0.01%
60
196
$13K 0.01%
492
197
$13K 0.01%
517
198
$13K 0.01%
213
199
$13K 0.01%
271
200
$13K 0.01%
+500
6 7
8
9 10