HI

Hoey Investments Portfolio holdings

AUM $739M
1-Year Est. Return 46.16%
This Quarter Est. Return
1 Year Est. Return
+46.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$668M
AUM Growth
+$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
419
New
Increased
Reduced
Closed

Top Buys

1 +$7.59M
2 +$3.91M
3 +$3.59M
4
NVDA icon
NVIDIA
NVDA
+$2.73M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.65M

Top Sells

1 +$2.65M
2 +$966K
3 +$825K
4
WMT icon
Walmart
WMT
+$823K
5
MU icon
Micron Technology
MU
+$809K

Sector Composition

1 Technology 50.86%
2 Consumer Discretionary 20.6%
3 Communication Services 15.07%
4 Financials 6.64%
5 Industrials 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
O icon
176
Realty Income
O
$52.3B
$31.3K ﹤0.01%
544
COR icon
177
Cencora
COR
$70.2B
$30K ﹤0.01%
100
IBB icon
178
iShares Biotechnology ETF
IBB
$6.57B
$29.7K ﹤0.01%
235
SCHA icon
179
Schwab U.S Small- Cap ETF
SCHA
$20.1B
$29.3K ﹤0.01%
+1,157
IJR icon
180
iShares Core S&P Small-Cap ETF
IJR
$84.2B
$28.9K ﹤0.01%
264
-4
ORCL icon
181
Oracle
ORCL
$635B
$28.2K ﹤0.01%
129
GDX icon
182
VanEck Gold Miners ETF
GDX
$22.1B
$26.7K ﹤0.01%
513
+213
VLO icon
183
Valero Energy
VLO
$55.4B
$25.7K ﹤0.01%
+191
PCH icon
184
PotlatchDeltic
PCH
$3.04B
$23.9K ﹤0.01%
622
VLTO icon
185
Veralto
VLTO
$24.5B
$22.9K ﹤0.01%
227
-13
METU
186
Direxion Daily META Bull 2X Shares
METU
$85.4M
$22.7K ﹤0.01%
+500
INTC icon
187
Intel
INTC
$169B
$22.6K ﹤0.01%
1,008
+8
VTI icon
188
Vanguard Total Stock Market ETF
VTI
$547B
$22.2K ﹤0.01%
73
+22
MCK icon
189
McKesson
MCK
$104B
$22K ﹤0.01%
30
PSX icon
190
Phillips 66
PSX
$57.3B
$22K ﹤0.01%
184
-16
ABNB icon
191
Airbnb
ABNB
$74B
$21.8K ﹤0.01%
165
CSL icon
192
Carlisle Companies
CSL
$12.8B
$21.7K ﹤0.01%
58
GBTC icon
193
Grayscale Bitcoin Trust
GBTC
$37.7B
$21.2K ﹤0.01%
250
BH icon
194
Biglari Holdings Class B
BH
$983M
$21K ﹤0.01%
72
USA icon
195
Liberty All-Star Equity Fund
USA
$1.79B
$20.8K ﹤0.01%
3,053
TXN icon
196
Texas Instruments
TXN
$145B
$20.8K ﹤0.01%
100
YINN icon
197
Direxion Daily FTSE China Bull 3X Shares
YINN
$935M
$20.5K ﹤0.01%
500
MMM icon
198
3M
MMM
$89B
$19.5K ﹤0.01%
128
SCHC icon
199
Schwab International Small-Cap Equity ETF
SCHC
$5.3B
$19.2K ﹤0.01%
+450
CTVA icon
200
Corteva
CTVA
$44.6B
$18.2K ﹤0.01%
244