HI

Hoey Investments Portfolio holdings

AUM $678M
1-Year Est. Return 35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$737M
AUM Growth
-$2.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1 +$2.29M
2 +$1.11M
3 +$867K
4
MS icon
Morgan Stanley
MS
+$858K
5
IBB icon
iShares Biotechnology ETF
IBB
+$694K

Top Sells

1 +$4.32M
2 +$1.23M
3 +$1.22M
4
ARM icon
Arm
ARM
+$931K
5
NOW icon
ServiceNow
NOW
+$683K

Sector Composition

1 Technology 51.69%
2 Consumer Discretionary 19.56%
3 Communication Services 13.26%
4 Financials 7.5%
5 Industrials 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MAR icon
201
Marriott International
MAR
$94B
$19.2K ﹤0.01%
62
USA icon
202
Liberty All-Star Equity Fund
USA
$1.76B
$19.2K ﹤0.01%
3,053
VLTO icon
203
Veralto
VLTO
$21.5B
$18.7K ﹤0.01%
187
-22
CSL icon
204
Carlisle Companies
CSL
$14.4B
$18.6K ﹤0.01%
58
PLTU
205
Direxion Daily PLTR Bull 2X ETF
PLTU
$511M
$18.4K ﹤0.01%
+250
CCL icon
206
Carnival Corp
CCL
$36.9B
$17.9K ﹤0.01%
586
PEY icon
207
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.05B
$17.7K ﹤0.01%
868
BBIN icon
208
JPMorgan BetaBuilders International Equity ETF
BBIN
$6.3B
$17.6K ﹤0.01%
+244
ETJ
209
Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ
$574M
$17.6K ﹤0.01%
2,000
MMM icon
210
3M
MMM
$74.3B
$17.3K ﹤0.01%
108
-120
GBTC icon
211
Grayscale Bitcoin Trust
GBTC
$31.1B
$17.1K ﹤0.01%
250
PH icon
212
Parker-Hannifin
PH
$111B
$16.7K ﹤0.01%
19
-1
SNDL icon
213
Sundial Growers
SNDL
$367M
$16.7K ﹤0.01%
10,040
NUE icon
214
Nucor
NUE
$51.5B
$16.5K ﹤0.01%
101
CTVA icon
215
Corteva
CTVA
$54.3B
$16.4K ﹤0.01%
244
BMY icon
216
Bristol-Myers Squibb
BMY
$119B
$16.2K ﹤0.01%
300
SWX icon
217
Southwest Gas
SWX
$6.74B
$16K ﹤0.01%
+200
BABA icon
218
Alibaba
BABA
$315B
$15.4K ﹤0.01%
105
-470
CIEN icon
219
Ciena
CIEN
$75.7B
$15.2K ﹤0.01%
65
BLSH
220
Bullish
BLSH
$5.91B
$15.1K ﹤0.01%
400
-100
SPBO icon
221
State Street SPDR Portfolio Corporate Bond ETF
SPBO
$1.94B
$15.1K ﹤0.01%
+516
SCI icon
222
Service Corp International
SCI
$11B
$15.1K ﹤0.01%
194
ESTC icon
223
Elastic
ESTC
$5.03B
$15.1K ﹤0.01%
200
IWB icon
224
iShares Russell 1000 ETF
IWB
$46.4B
$14.6K ﹤0.01%
39
IAU icon
225
iShares Gold Trust
IAU
$73.8B
$14.2K ﹤0.01%
175