HI

Hoey Investments Portfolio holdings

AUM $668M
1-Year Est. Return 32.73%
This Quarter Est. Return
1 Year Est. Return
+32.73%
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
+$8.54M
2
+$6.42M
3
+$5.75M
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$5.03M
5
AAPL icon
Apple
AAPL
+$4.89M

Top Sells

1
+$5.42M
2
+$4.33M
3
+$3.86M
4
CVS icon
CVS Health
CVS
+$3.06M
5
CRWD icon
CrowdStrike
CRWD
+$1.95M

Sector Composition

1 Technology 45.57%
2 Consumer Discretionary 25.56%
3 Financials 7.78%
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%
24
204
$2K ﹤0.01%
+30
205
$1K ﹤0.01%
177
206
$1K ﹤0.01%
+100
207
$1K ﹤0.01%
80
208
$1K ﹤0.01%
263
209
$1K ﹤0.01%
22
210
$1K ﹤0.01%
+10
211
$1K ﹤0.01%
20
212
$1K ﹤0.01%
+70
213
$1K ﹤0.01%
+8
214
$1K ﹤0.01%
28
-70
215
$1K ﹤0.01%
+18
216
$1K ﹤0.01%
21
217
$1K ﹤0.01%
15
218
$1K ﹤0.01%
42
219
$1K ﹤0.01%
15
220
$1K ﹤0.01%
65
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