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
301
$1.26K ﹤0.01%
125
-17,500
302
$1.14K ﹤0.01%
14
303
$1.13K ﹤0.01%
125
-13,500
304
$1.09K ﹤0.01%
24
305
$1.02K ﹤0.01%
16
306
$978 ﹤0.01%
600
307
$880 ﹤0.01%
20
308
$876 ﹤0.01%
+40
309
$825 ﹤0.01%
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310
$796 ﹤0.01%
10
311
$780 ﹤0.01%
500
312
$757 ﹤0.01%
25
-500
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$750 ﹤0.01%
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314
$734 ﹤0.01%
44
315
$705 ﹤0.01%
20
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$684 ﹤0.01%
21
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10
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321
$454 ﹤0.01%
4
322
$397 ﹤0.01%
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323
$349 ﹤0.01%
80
324
$330 ﹤0.01%
3
325
$262 ﹤0.01%
15
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14 15