HI

Hoey Investments Portfolio holdings

AUM $737M
1-Year Est. Return 32.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$302M
AUM Growth
+$49.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$6.39M
2
+$3.09M
3
+$2.56M
4
UBER icon
Uber
UBER
+$2.56M
5
PANW icon
Palo Alto Networks
PANW
+$1.47M

Top Sells

1
+$3.53M
2
+$2.65M
3
+$1.77M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.14M
5
BDJ icon
BlackRock Enhanced Equity Dividend Trust
BDJ
+$1.13M

Sector Composition

1 Technology 49.28%
2 Consumer Discretionary 22.08%
3 Financials 7.7%
4 Healthcare 4.16%
5 Industrials 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6.78K ﹤0.01%
+700
227
$6.75K ﹤0.01%
107
228
$6.5K ﹤0.01%
100
229
$6.28K ﹤0.01%
56
230
$6.09K ﹤0.01%
83
231
$5.83K ﹤0.01%
+70
232
$5.76K ﹤0.01%
504
233
$5.66K ﹤0.01%
16
+6
234
$5.64K ﹤0.01%
1,000
235
$5.61K ﹤0.01%
20
236
$5.59K ﹤0.01%
39
237
$5.57K ﹤0.01%
363
-3,427
238
$5.52K ﹤0.01%
50
239
$5.5K ﹤0.01%
68
240
$5.32K ﹤0.01%
44
-60
241
$5.29K ﹤0.01%
92
242
$5.01K ﹤0.01%
89
243
$4.98K ﹤0.01%
44
244
$4.83K ﹤0.01%
55
245
$4.82K ﹤0.01%
90
246
$4.68K ﹤0.01%
24
247
$4.6K ﹤0.01%
221
+48
248
$4.58K ﹤0.01%
13
249
$4.38K ﹤0.01%
60
250
$4.36K ﹤0.01%
106
8 9
10
11 12