HI

Hoey Investments Portfolio holdings

AUM $737M
1-Year Est. Return 32.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$381M
AUM Growth
+$58.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$8.77M
2
+$6.35M
3
+$5.38M
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$4.68M
5
AAPL icon
Apple
AAPL
+$4.36M

Top Sells

1
+$5.34M
2
+$4.97M
3
+$3.38M
4
CVS icon
CVS Health
CVS
+$3.06M
5
CRWD icon
CrowdStrike
CRWD
+$2.38M

Sector Composition

1 Technology 45.56%
2 Consumer Discretionary 25.56%
3 Financials 7.79%
4 Consumer Staples 5.6%
5 Communication Services 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2K ﹤0.01%
10
-509
202
$2K ﹤0.01%
24
-4,836
203
$2K ﹤0.01%
48
204
$2K ﹤0.01%
+30
205
$1K ﹤0.01%
65
206
$1K ﹤0.01%
177
207
– –
0
208
$1K ﹤0.01%
80
209
$1K ﹤0.01%
263
210
$1K ﹤0.01%
22
211
$1K ﹤0.01%
+10
212
$1K ﹤0.01%
20
213
$1K ﹤0.01%
+70
214
$1K ﹤0.01%
+8
215
$1K ﹤0.01%
28
-70
216
$1K ﹤0.01%
+18
217
$1K ﹤0.01%
21
218
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15
219
$1K ﹤0.01%
42
220
$1K ﹤0.01%
15
221
$1K ﹤0.01%
+3
222
$1K ﹤0.01%
+33
223
$1K ﹤0.01%
24
224
$1K ﹤0.01%
70
225
$1K ﹤0.01%
+110
7 8
9
10 11