HI

Hoey Investments Portfolio holdings

AUM $737M
1-Year Est. Return 32.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$739M
AUM Growth
+$71.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1 +$3.71M
2 +$1.19M
3 +$772K
4
META icon
Meta Platforms (Facebook)
META
+$741K
5
MS icon
Morgan Stanley
MS
+$686K

Top Sells

1 +$3.58M
2 +$836K
3 +$514K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$330K
5
ARM icon
Arm
ARM
+$308K

Sector Composition

1 Technology 52.85%
2 Consumer Discretionary 18.65%
3 Communication Services 14.31%
4 Financials 6.71%
5 Industrials 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MCK icon
201
McKesson
MCK
$105B
$23.2K ﹤0.01%
30
GBTC icon
202
Grayscale Bitcoin Trust
GBTC
$26.4B
$22.4K ﹤0.01%
250
VLTO icon
203
Veralto
VLTO
$21.1B
$22.3K ﹤0.01%
209
-18
APA icon
204
APA Corp
APA
$15.5B
$22K ﹤0.01%
905
QFIN icon
205
Qfin Holdings
QFIN
$1.51B
$21.6K ﹤0.01%
750
METU
206
Direxion Shares ETF Trust Direxion Daily META Bull 2X ETF
METU
$267M
$21.3K ﹤0.01%
500
SCHC icon
207
Schwab International Small-Cap Equity ETF
SCHC
$4.93B
$20.5K ﹤0.01%
450
ABNB icon
208
Airbnb
ABNB
$73.8B
$20K ﹤0.01%
165
FISV
209
Fiserv Inc
FISV
$29.2B
$19.6K ﹤0.01%
152
+100
VTI icon
210
Vanguard Total Stock Market ETF
VTI
$539B
$19.4K ﹤0.01%
59
-14
USA icon
211
Liberty All-Star Equity Fund
USA
$1.63B
$19.4K ﹤0.01%
3,053
MRVL icon
212
Marvell Technology
MRVL
$76.8B
$19.3K ﹤0.01%
230
+200
CSL icon
213
Carlisle Companies
CSL
$13.3B
$19.1K ﹤0.01%
58
PEY icon
214
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1B
$18.3K ﹤0.01%
868
+368
ETJ
215
Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ
$532M
$18K ﹤0.01%
2,000
LABU icon
216
Direxion Daily S&P Biotech Bull 3X ETF
LABU
$445M
$17.8K ﹤0.01%
190
CCL icon
217
Carnival Corp
CCL
$33.2B
$16.9K ﹤0.01%
586
ESTC icon
218
Elastic
ESTC
$5.11B
$16.9K ﹤0.01%
200
CTVA icon
219
Corteva
CTVA
$55.7B
$16.5K ﹤0.01%
244
MAR icon
220
Marriott International
MAR
$84.6B
$16.1K ﹤0.01%
62
SCI icon
221
Service Corp International
SCI
$11.6B
$16.1K ﹤0.01%
194
PH icon
222
Parker-Hannifin
PH
$109B
$15.2K ﹤0.01%
20
EIX icon
223
Edison International
EIX
$27.7B
$15K ﹤0.01%
272
ENPH icon
224
Enphase Energy
ENPH
$4.67B
$14.4K ﹤0.01%
408
IWB icon
225
iShares Russell 1000 ETF
IWB
$41.7B
$14.3K ﹤0.01%
39