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
251
$3.9K ﹤0.01%
300
252
$3.78K ﹤0.01%
50
253
$3.78K ﹤0.01%
+135
254
$3.69K ﹤0.01%
26
255
$3.58K ﹤0.01%
60
-9
256
$3.57K ﹤0.01%
20
257
$3.54K ﹤0.01%
46
258
$3.53K ﹤0.01%
+20
259
$3.45K ﹤0.01%
+40
260
$3.45K ﹤0.01%
41
-151
261
$3.41K ﹤0.01%
40
262
$3.39K ﹤0.01%
1,875
263
$3.38K ﹤0.01%
110
-251
264
$3.37K ﹤0.01%
160
265
$3.29K ﹤0.01%
96
266
$3.28K ﹤0.01%
50
+38
267
$3.07K ﹤0.01%
6
-35
268
$3.04K ﹤0.01%
222
269
$2.95K ﹤0.01%
52
270
$2.94K ﹤0.01%
80
271
$2.92K ﹤0.01%
34
272
$2.89K ﹤0.01%
39
273
$2.71K ﹤0.01%
+51
274
$2.6K ﹤0.01%
1,958
+200
275
$2.58K ﹤0.01%
7
9 10
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12 13