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
$739M
AUM Growth
+$71.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1 +$4.31M
2 +$1.28M
3 +$861K
4
MS icon
Morgan Stanley
MS
+$739K
5
META icon
Meta Platforms (Facebook)
META
+$731K

Top Sells

1 +$3.83M
2 +$811K
3 +$538K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$343K
5
ARM icon
Arm
ARM
+$299K

Sector Composition

1 Technology 52.85%
2 Consumer Discretionary 18.65%
3 Communication Services 14.31%
4 Financials 6.71%
5 Industrials 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MCK icon
201
McKesson
MCK
$104B
$23.2K ﹤0.01%
30
GBTC icon
202
Grayscale Bitcoin Trust
GBTC
$38.1B
$22.4K ﹤0.01%
250
VLTO icon
203
Veralto
VLTO
$25.5B
$22.3K ﹤0.01%
209
-18
APA icon
204
APA Corp
APA
$9.14B
$22K ﹤0.01%
905
QFIN icon
205
Qfin Holdings
QFIN
$2.18B
$21.6K ﹤0.01%
750
METU
206
Direxion Daily META Bull 2X Shares
METU
$593M
$21.3K ﹤0.01%
500
SCHC icon
207
Schwab International Small-Cap Equity ETF
SCHC
$5.24B
$20.5K ﹤0.01%
450
ABNB icon
208
Airbnb
ABNB
$79.2B
$20K ﹤0.01%
165
FISV
209
Fiserv Inc
FISV
$35.7B
$19.6K ﹤0.01%
152
+100
VTI icon
210
Vanguard Total Stock Market ETF
VTI
$582B
$19.4K ﹤0.01%
59
-14
USA icon
211
Liberty All-Star Equity Fund
USA
$1.87B
$19.4K ﹤0.01%
3,053
MRVL icon
212
Marvell Technology
MRVL
$68.2B
$19.3K ﹤0.01%
230
+200
CSL icon
213
Carlisle Companies
CSL
$15.2B
$19.1K ﹤0.01%
58
PEY icon
214
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.07B
$18.3K ﹤0.01%
868
+368
ETJ
215
Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ
$592M
$18K ﹤0.01%
2,000
LABU icon
216
Direxion Daily S&P Biotech Bull 3X Shares
LABU
$734M
$17.8K ﹤0.01%
190
CCL icon
217
Carnival Corp
CCL
$38B
$16.9K ﹤0.01%
586
ESTC icon
218
Elastic
ESTC
$7.52B
$16.9K ﹤0.01%
200
CTVA icon
219
Corteva
CTVA
$47.1B
$16.5K ﹤0.01%
244
MAR icon
220
Marriott International
MAR
$87.5B
$16.1K ﹤0.01%
62
SCI icon
221
Service Corp International
SCI
$11.6B
$16.1K ﹤0.01%
194
PH icon
222
Parker-Hannifin
PH
$119B
$15.2K ﹤0.01%
20
EIX icon
223
Edison International
EIX
$24B
$15K ﹤0.01%
272
ENPH icon
224
Enphase Energy
ENPH
$4.58B
$14.4K ﹤0.01%
408
IWB icon
225
iShares Russell 1000 ETF
IWB
$46.8B
$14.3K ﹤0.01%
39