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
$241M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$2.26M
3
+$1.79M
4
IBB icon
iShares Biotechnology ETF
IBB
+$1.74M
5
LRCX icon
Lam Research
LRCX
+$1.65M

Top Sells

1
+$10.8M
2
+$4.77M
3
+$3.68M
4
META icon
Meta Platforms (Facebook)
META
+$2.34M
5
UPRO icon
ProShares UltraPro S&P 500
UPRO
+$908K

Sector Composition

1 Technology 37.83%
2 Consumer Discretionary 25.22%
3 Financials 9.18%
4 Healthcare 7.82%
5 Industrials 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$12K ﹤0.01%
70
202
$12K ﹤0.01%
+550
203
$12K ﹤0.01%
65
204
$11K ﹤0.01%
118
+90
205
$11K ﹤0.01%
254
206
$11K ﹤0.01%
175
+50
207
$11K ﹤0.01%
+328
208
$10K ﹤0.01%
226
209
$10K ﹤0.01%
311
210
$10K ﹤0.01%
856
211
$10K ﹤0.01%
30
212
$10K ﹤0.01%
1,000
213
$9K ﹤0.01%
+138
214
$9K ﹤0.01%
349
215
$9K ﹤0.01%
+65
216
$9K ﹤0.01%
282
217
$9K ﹤0.01%
138
218
$8K ﹤0.01%
+144
219
$8K ﹤0.01%
+1,000
220
$8K ﹤0.01%
1,100
+600
221
$8K ﹤0.01%
1,000
222
$7K ﹤0.01%
72
223
$7K ﹤0.01%
300
224
$7K ﹤0.01%
95
225
$7K ﹤0.01%
45
7 8
9
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