HI
Hoey Investments Portfolio holdings
AUM
$668M
1-Year Return
32.73%
This Quarter Return
+21.26%
1 Year Return
+32.73%
3 Year Return
+244.92%
5 Year Return
+346.39%
10 Year Return
–
AUM
$253M
AUM Growth
+$23.6M
(+10%)
Cap. Flow
-$19.3M
Cap. Flow
% of AUM
-7.64%
Top 10 Holdings %
Top 10 Hldgs %
65.89%
Holding
363
New
68
Increased
60
Reduced
79
Closed
18
Top Buys
| 1 |
NVIDIA
NVDA
|
$2.45M |
| 2 |
Meta Platforms (Facebook)
META
|
$1.52M |
| 3 |
Enphase Energy
ENPH
|
$1.42M |
| 4 |
BlackRock Enhanced Equity Dividend Trust
BDJ
|
$1.41M |
| 5 |
BlackRock Enhanced International Dividend Trust
BGY
|
$1.32M |
Top Sells
Sector Composition
| 1 | Technology | 44.93% |
| 2 | Consumer Discretionary | 19.32% |
| 3 | Financials | 8.52% |
| 4 | Healthcare | 6.09% |
| 5 | Industrials | 4.17% |
