HI
Hoey Investments Portfolio holdings
AUM
$668M
1-Year Return
32.73%
This Quarter Return
+20.9%
1 Year Return
+32.73%
3 Year Return
+244.92%
5 Year Return
+346.39%
10 Year Return
–
AUM
$302M
AUM Growth
+$49.3M
(+19%)
Cap. Flow
+$6.48M
Cap. Flow
% of AUM
2.14%
Top 10 Holdings %
Top 10 Hldgs %
71.33%
Holding
365
New
20
Increased
54
Reduced
83
Closed
27
Top Buys
| 1 |
Amazon
AMZN
|
$7.29M |
| 2 |
NVIDIA
NVDA
|
$3.94M |
| 3 |
Meta Platforms (Facebook)
META
|
$2.98M |
| 4 |
Uber
UBER
|
$2.97M |
| 5 |
Palo Alto Networks
PANW
|
$1.8M |
Top Sells
| 1 |
ProShares UltraPro QQQ
TQQQ
|
$3.38M |
| 2 |
Enphase Energy
ENPH
|
$3.31M |
| 3 |
Johnson & Johnson
JNJ
|
$1.82M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$1.19M |
| 5 |
BlackRock Enhanced Equity Dividend Trust
BDJ
|
$1.14M |
Sector Composition
| 1 | Technology | 49.28% |
| 2 | Consumer Discretionary | 22.08% |
| 3 | Financials | 7.7% |
| 4 | Healthcare | 4.16% |
| 5 | Industrials | 3.05% |
