HI
Hoey Investments Portfolio holdings
AUM
$668M
1-Year Return
32.73%
This Quarter Return
+1.51%
1 Year Return
+32.73%
3 Year Return
+244.92%
5 Year Return
+346.39%
10 Year Return
–
AUM
$323M
AUM Growth
-$4.06M
(-1.2%)
Cap. Flow
-$4.63M
Cap. Flow
% of AUM
-1.44%
Top 10 Holdings %
Top 10 Hldgs %
68.55%
Holding
252
New
22
Increased
31
Reduced
56
Closed
18
Top Buys
| 1 |
Amazon
AMZN
|
$3.12M |
| 2 |
Moderna
MRNA
|
$1.89M |
| 3 |
Apple
AAPL
|
$1.34M |
| 4 |
ProShares UltraPro QQQ
TQQQ
|
$1.27M |
| 5 |
XYZ
Block, Inc.
XYZ
|
$705K |
Top Sells
| 1 |
Biogen
BIIB
|
$1.54M |
| 2 |
Caterpillar
CAT
|
$1.25M |
| 3 |
Commercial Metals
CMC
|
$1.11M |
| 4 |
Kohl's
KSS
|
$940K |
| 5 |
Qualcomm
QCOM
|
$903K |
Sector Composition
| 1 | Technology | 40.22% |
| 2 | Consumer Discretionary | 24.02% |
| 3 | Financials | 9.13% |
| 4 | Healthcare | 6.71% |
| 5 | Communication Services | 6.65% |
