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
$302M
AUM Growth
+$49.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$7.29M
2
+$3.94M
3
+$2.98M
4
UBER icon
Uber
UBER
+$2.97M
5
PANW icon
Palo Alto Networks
PANW
+$1.8M

Top Sells

1
+$3.38M
2
+$3.31M
3
+$1.82M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.19M
5
BDJ icon
BlackRock Enhanced Equity Dividend Trust
BDJ
+$1.14M

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
251
$4.32K ﹤0.01%
73
252
$4.24K ﹤0.01%
32
253
$4.09K ﹤0.01%
46
254
$4.05K ﹤0.01%
30
255
$4.03K ﹤0.01%
300
256
$4.02K ﹤0.01%
28
257
$3.97K ﹤0.01%
150
258
$3.88K ﹤0.01%
72
259
$3.79K ﹤0.01%
285
260
$3.77K ﹤0.01%
35
261
$3.63K ﹤0.01%
16
262
$3.61K ﹤0.01%
26
263
$3.57K ﹤0.01%
21
264
$3.45K ﹤0.01%
75
-3,050
265
$3.29K ﹤0.01%
160
266
$3.27K ﹤0.01%
32
267
$3.15K ﹤0.01%
96
268
$3.12K ﹤0.01%
57
269
$3.11K ﹤0.01%
7
270
$3K ﹤0.01%
46
271
$2.93K ﹤0.01%
83
272
$2.92K ﹤0.01%
73
273
$2.82K ﹤0.01%
26
274
$2.81K ﹤0.01%
222
275
$2.79K ﹤0.01%
34
-55
9 10
11
12 13