HI

Hoey Investments Portfolio holdings

AUM $668M
1-Year Est. Return 32.73%
This Quarter Est. Return
1 Year Est. Return
+32.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$523M
AUM Growth
+$74.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
412
New
Increased
Reduced
Closed

Top Buys

1
+$7.8M
2
+$6.32M
3
+$2.84M
4
NVDA icon
NVIDIA
NVDA
+$2.81M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.66M

Top Sells

1
+$5.32M
2
+$2.16M
3
+$1.77M
4
AMD icon
Advanced Micro Devices
AMD
+$1.6M
5
SLB icon
SLB Limited
SLB
+$1.41M

Sector Composition

1 Technology 53.99%
2 Consumer Discretionary 22.09%
3 Communication Services 11.18%
4 Financials 4.87%
5 Industrials 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$4.46K ﹤0.01%
95
252
$4.45K ﹤0.01%
30
253
$4.43K ﹤0.01%
+44
254
$4.43K ﹤0.01%
46
255
$4.35K ﹤0.01%
100
256
$4.3K ﹤0.01%
57
257
$4.23K ﹤0.01%
200
258
$4.21K ﹤0.01%
300
259
$4.15K ﹤0.01%
150
260
$3.95K ﹤0.01%
191
-12
261
$3.92K ﹤0.01%
106
262
$3.79K ﹤0.01%
7
263
$3.77K ﹤0.01%
50
264
$3.44K ﹤0.01%
+70
265
$3.44K ﹤0.01%
16
266
$3.39K ﹤0.01%
160
267
$3.37K ﹤0.01%
2
268
$3.28K ﹤0.01%
96
269
$3.27K ﹤0.01%
24
270
$3.23K ﹤0.01%
200
271
$3.23K ﹤0.01%
50
-255
272
$3.14K ﹤0.01%
+96
273
$3.13K ﹤0.01%
65
274
$3.13K ﹤0.01%
46
275
$3K ﹤0.01%
83
9 10
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