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
$323M
AUM Growth
-$4.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$3.12M
2
+$1.89M
3
+$1.34M
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$1.27M
5
XYZ
Block Inc
XYZ
+$705K

Top Sells

1
+$1.53M
2
+$1.25M
3
+$1.11M
4
KSS icon
Kohl's
KSS
+$940K
5
QCOM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2K ﹤0.01%
42
202
$2K ﹤0.01%
7
203
$2K ﹤0.01%
25
204
$2K ﹤0.01%
24
205
$1K ﹤0.01%
15
206
$1K ﹤0.01%
4
207
$1K ﹤0.01%
42
208
$1K ﹤0.01%
+15
209
$1K ﹤0.01%
65
210
$1K ﹤0.01%
70
211
$1K ﹤0.01%
8
212
$1K ﹤0.01%
177
213
$1K ﹤0.01%
80
214
$1K ﹤0.01%
+1
215
$1K ﹤0.01%
263
216
$1K ﹤0.01%
22
217
$1K ﹤0.01%
30
218
$1K ﹤0.01%
+20
219
$1K ﹤0.01%
10
-100
220
$1K ﹤0.01%
5
221
$1K ﹤0.01%
21
222
$1K ﹤0.01%
48
223
– –
-61
224
– –
-1,958
225
– –
-200
7 8
9
10 11