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
276
$2.53K ﹤0.01%
1,080
277
$2.53K ﹤0.01%
52
278
$2.52K ﹤0.01%
1,200
-2,000
279
$2.49K ﹤0.01%
15
280
$2.47K ﹤0.01%
73
281
$2.47K ﹤0.01%
48
282
$2.46K ﹤0.01%
+100
283
$2.45K ﹤0.01%
83
284
$2.42K ﹤0.01%
171
285
$2.28K ﹤0.01%
100
-208
286
$2.22K ﹤0.01%
100
287
$2.17K ﹤0.01%
151
288
$2.13K ﹤0.01%
143
-48
289
$2.11K ﹤0.01%
+100
290
$2.1K ﹤0.01%
28
291
$2.05K ﹤0.01%
31
-3
292
$1.94K ﹤0.01%
32
293
$1.78K ﹤0.01%
+100
294
$1.69K ﹤0.01%
+10
295
$1.62K ﹤0.01%
+3
296
$1.59K ﹤0.01%
21
297
$1.55K ﹤0.01%
32
298
$1.49K ﹤0.01%
15
-15,707
299
$1.48K ﹤0.01%
12
-130
300
$1.38K ﹤0.01%
20
10 11
12
13 14