HI

Hoey Investments Portfolio holdings

AUM $737M
1-Year Est. Return 32.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$220M
AUM Growth
-$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1 +$18.8M
2 +$6.76M
3 +$2.91M
4
AMZN icon
Amazon
AMZN
+$2.29M
5
NOW icon
ServiceNow
NOW
+$1.17M

Top Sells

1 +$25.8M
2 +$18.3M
3 +$11.2M
4
QCOM icon
Qualcomm
QCOM
+$7.18M
5
JPM icon
JPMorgan Chase
JPM
+$6.14M

Sector Composition

1 Technology 39.96%
2 Consumer Discretionary 22.3%
3 Healthcare 6.45%
4 Financials 5.8%
5 Communication Services 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$0 ﹤0.01%
33
302
$0 ﹤0.01%
70