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
$353M
AUM Growth
+$54.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$7.43M
3
+$6.6M
4
AMGN icon
Amgen
AMGN
+$2.22M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.24M

Top Sells

1
+$3.57M
2
+$2.5M
3
+$2.48M
4
GS icon
Goldman Sachs
GS
+$2.43M
5
AAPL icon
Apple
AAPL
+$2.1M

Sector Composition

1 Technology 51.21%
2 Consumer Discretionary 23.56%
3 Communication Services 6.76%
4 Financials 5.19%
5 Healthcare 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.5K ﹤0.01%
100
302
$1.48K ﹤0.01%
+100
303
$1.47K ﹤0.01%
16
304
$1.46K ﹤0.01%
20
305
$1.36K ﹤0.01%
163
+150
306
$1.36K ﹤0.01%
65
307
$1.35K ﹤0.01%
31
308
$1.24K ﹤0.01%
125
309
$1.24K ﹤0.01%
16
310
$1.13K ﹤0.01%
24
311
$1.11K ﹤0.01%
125
312
$950 ﹤0.01%
22
313
$888 ﹤0.01%
240
314
$878 ﹤0.01%
25
315
$810 ﹤0.01%
10
316
$795 ﹤0.01%
41
317
$752 ﹤0.01%
15
318
$737 ﹤0.01%
20
319
$715 ﹤0.01%
21
320
$705 ﹤0.01%
19
-3,400
321
$660 ﹤0.01%
600
322
$469 ﹤0.01%
4
323
$468 ﹤0.01%
40
324
$440 ﹤0.01%
10
325
$381 ﹤0.01%
3
11 12
13
14 15