HI

Hoey Investments Portfolio holdings

AUM $737M
1-Year Est. Return 32.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$739M
AUM Growth
+$71.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$3.71M
2
+$1.19M
3
+$772K
4
META icon
Meta Platforms (Facebook)
META
+$741K
5
MS icon
Morgan Stanley
MS
+$686K

Top Sells

1
+$3.58M
2
+$836K
3
+$514K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$330K
5
ARM icon
Arm
ARM
+$308K

Sector Composition

1 Technology 52.85%
2 Consumer Discretionary 18.65%
3 Communication Services 14.31%
4 Financials 6.71%
5 Industrials 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHR icon
176
Schwab Intermediately-Term US Treasury ETF
SCHR
$12.8B
$36.8K 0.01%
1,463
SCHE icon
177
Schwab Emerging Markets Equity ETF
SCHE
$11.1B
$36.7K 0.01%
1,100
EMN icon
178
Eastman Chemical
EMN
$8.3B
$35.4K ﹤0.01%
562
MMM icon
179
3M
MMM
$74.5B
$35.4K ﹤0.01%
228
+100
DLR icon
180
Digital Realty Trust
DLR
$60.2B
$34.6K ﹤0.01%
+200
IBB icon
181
iShares Biotechnology ETF
IBB
$7.82B
$33.9K ﹤0.01%
235
INTC icon
182
Intel
INTC
$207B
$33.5K ﹤0.01%
1,000
-8
STZ icon
183
Constellation Brands
STZ
$26.2B
$33.3K ﹤0.01%
247
O icon
184
Realty Income
O
$57B
$33.1K ﹤0.01%
544
VICI icon
185
VICI Properties
VICI
$29B
$32.6K ﹤0.01%
1,000
VLO icon
186
Valero Energy
VLO
$74.8B
$32.5K ﹤0.01%
191
SCHA icon
187
Schwab U.S Small- Cap ETF
SCHA
$19.1B
$32.3K ﹤0.01%
1,157
BLSH
188
Bullish
BLSH
$5B
$31.8K ﹤0.01%
+500
ETHA
189
iShares Ethereum Trust ETF
ETHA
$6.74B
$31.5K ﹤0.01%
+1,000
COR icon
190
Cencora
COR
$60.3B
$31.3K ﹤0.01%
100
SQQQ icon
191
ProShares UltraPro Short QQQ
SQQQ
$2.95B
$30.5K ﹤0.01%
400
ADM icon
192
Archer Daniels Midland
ADM
$34.6B
$29.9K ﹤0.01%
+500
IJR icon
193
iShares Core S&P Small-Cap ETF
IJR
$89.5B
$27.7K ﹤0.01%
233
-31
YINN icon
194
Direxion Daily FTSE China Bull 3X ETF
YINN
$676M
$27.1K ﹤0.01%
500
SNDL icon
195
Sundial Growers
SNDL
$334M
$26.9K ﹤0.01%
10,040
PCH
196
DELISTED
PotlatchDeltic
PCH
$25.3K ﹤0.01%
622
PSX icon
197
Phillips 66
PSX
$74.1B
$25K ﹤0.01%
184
BK icon
198
Bank of New York Mellon
BK
$79.3B
$24.5K ﹤0.01%
225
-125
BETH icon
199
ProShares Bitcoin & Ether Market Cap Weight Strategy ETF
BETH
$12M
$24.4K ﹤0.01%
+300
GOOG icon
200
Alphabet (Google) Class C
GOOG
$3.3T
$24.4K ﹤0.01%
100
6 7
8
9 10