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
276
$2.78K ﹤0.01%
48
277
$2.76K ﹤0.01%
65
278
$2.71K ﹤0.01%
52
279
$2.59K ﹤0.01%
1,892
+1,388
280
$2.59K ﹤0.01%
41
281
$2.58K ﹤0.01%
32
282
$2.57K ﹤0.01%
2
283
$2.48K ﹤0.01%
300
284
$2.3K ﹤0.01%
1,000
+300
285
$2.3K ﹤0.01%
15
286
$2.22K ﹤0.01%
6
-20
287
$2.2K ﹤0.01%
171
288
$2.19K ﹤0.01%
20
289
$2.15K ﹤0.01%
+1,000
290
$2.11K ﹤0.01%
151
291
$2.09K ﹤0.01%
21
292
$2.05K ﹤0.01%
100
293
$1.86K ﹤0.01%
25
294
$1.85K ﹤0.01%
100
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295
$1.85K ﹤0.01%
+33
296
$1.77K ﹤0.01%
52
297
$1.5K ﹤0.01%
18
298
$1.44K ﹤0.01%
100
-2,100
299
$1.44K ﹤0.01%
20
300
$1.4K ﹤0.01%
48
10 11
12
13 14