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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
$358M
AUM Growth
-$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$7.96M
3
+$5.99M
4
AAPL icon
Apple
AAPL
+$4.26M
5
AMZN icon
Amazon
AMZN
+$3.43M

Top Sells

1
+$11M
2
+$9.67M
3
+$8.43M
4
TGT icon
Target
TGT
+$5.62M
5
BKNG icon
Booking.com
BKNG
+$5.62M

Sector Composition

1 Technology 50.29%
2 Consumer Discretionary 19.65%
3 Communication Services 7.94%
4 Financials 6.84%
5 Healthcare 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1K ﹤0.01%
28
227
$1K ﹤0.01%
25
-200
228
$1K ﹤0.01%
21
229
$1K ﹤0.01%
15
230
$1K ﹤0.01%
30
231
$1K ﹤0.01%
42
232
$1K ﹤0.01%
15
233
$1K ﹤0.01%
65
234
$1K ﹤0.01%
70
235
$1K ﹤0.01%
10
236
$0 ﹤0.01%
2
237
$0 ﹤0.01%
2
238
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239
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240
$0 ﹤0.01%
8
241
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242
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243
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0
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-1,100
245
$0 ﹤0.01%
5
246
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248
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249
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0
250
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-22
7 8 9
10
11