HI

Hoey Investments Portfolio holdings

AUM $739M
1-Year Est. Return 46.16%
This Quarter Est. Return
1 Year Est. Return
+46.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$588M
AUM Growth
+$64.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$9.15M
3
+$8.29M
4
META icon
Meta Platforms (Facebook)
META
+$7.36M
5
AMZN icon
Amazon
AMZN
+$4.7M

Top Sells

1
+$10.3M
2
+$8.15M
3
+$3.88M
4
AMD icon
Advanced Micro Devices
AMD
+$2.92M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.48M

Sector Composition

1 Technology 50.99%
2 Consumer Discretionary 22.93%
3 Communication Services 12.3%
4 Financials 6.69%
5 Industrials 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6.04K ﹤0.01%
+150
227
$5.55K ﹤0.01%
26
228
$5.51K ﹤0.01%
65
229
$5.24K ﹤0.01%
13
230
$5.22K ﹤0.01%
125
231
$5.1K ﹤0.01%
24
232
$5.03K ﹤0.01%
89
233
$5.01K ﹤0.01%
+147
234
$4.95K ﹤0.01%
100
235
$4.89K ﹤0.01%
106
236
$4.87K ﹤0.01%
150
237
$4.86K ﹤0.01%
+116
238
$4.84K ﹤0.01%
92
239
$4.83K ﹤0.01%
+29
240
$4.82K ﹤0.01%
21
-4
241
$4.65K ﹤0.01%
100
242
$4.6K ﹤0.01%
57
243
$4.41K ﹤0.01%
39
244
$4.27K ﹤0.01%
200
245
$4.26K ﹤0.01%
46
246
$4.25K ﹤0.01%
50
247
$4.23K ﹤0.01%
2
248
$4.2K ﹤0.01%
32
249
$4.2K ﹤0.01%
30
250
$3.9K ﹤0.01%
95
8 9
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