HI
Hoey Investments Portfolio holdings
AUM
$668M
This Quarter Return
+17.05%
1 Year Return
+32.73%
3 Year Return
+244.92%
5 Year Return
+346.39%
10 Year Return
–
AUM
$381M
AUM Growth
+$381M
(+18%)
Cap. Flow
+$16.5M
Cap. Flow
% of AUM
4.33%
Top 10 Holdings %
Top 10 Hldgs %
74.92%
Holding
263
New
30
Increased
55
Reduced
47
Closed
21
Top Buys
| 1 |
Amazon
AMZN
|
$8.54M |
| 2 |
Booking.com
BKNG
|
$6.43M |
| 3 |
NVIDIA
NVDA
|
$5.75M |
| 4 |
ProShares UltraPro QQQ
TQQQ
|
$5.03M |
| 5 |
Apple
AAPL
|
$4.89M |
Top Sells
| 1 |
Meta Platforms (Facebook)
META
|
$5.42M |
| 2 |
Moderna
MRNA
|
$4.33M |
| 3 |
Qualcomm
QCOM
|
$3.86M |
| 4 |
CVS Health
CVS
|
$3.06M |
| 5 |
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% |
