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
1
$51.3M 20.14%
453,763
+29,342
2
$31.4M 12.33%
134,779
+2,750
3
$31.4M 12.32%
226,934
+6,341
4
$8.97M 3.52%
739,070
+16,130
5
$7.05M 2.77%
43,166
-1,733
6
$6.73M 2.64%
24,253
+5,690
7
$6.53M 2.56%
216,059
+32,024
8
$4.61M 1.81%
238,558
-561,038
9
$3.89M 1.53%
96,650
+33,614
10
$3.47M 1.36%
33,903
+22,066
11
$3.35M 1.31%
17,819
+7,747
12
$2.53M 0.99%
30,864
+18,960
13
$2.5M 0.98%
31,577
+13,814
14
$2.49M 0.98%
8,505
+6,096
15
$2.42M 0.95%
25,248
-38,432
16
$2.14M 0.84%
12,058
+7,719
17
$2.12M 0.83%
16,791
+11,575
18
$2.11M 0.83%
4,169
+2,808
19
$2.09M 0.82%
32,959
+13,125
20
$1.95M 0.76%
26,588
+18,986
21
$1.84M 0.72%
42,119
+2,753
22
$1.76M 0.69%
15,066
+14,854
23
$1.76M 0.69%
10,762
-3,724
24
$1.75M 0.69%
216,249
+10,608
25
$1.68M 0.66%
19,477
+15,100
1
2 3 4 5