HI

Hoey Investments Portfolio holdings

AUM $668M
1-Year Est. Return 32.73%
This Quarter Est. Return
1 Year Est. Return
+32.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$523M
AUM Growth
+$74.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
412
New
Increased
Reduced
Closed

Top Buys

1
+$7.8M
2
+$6.32M
3
+$2.84M
4
NVDA icon
NVIDIA
NVDA
+$2.81M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.66M

Top Sells

1
+$5.32M
2
+$2.16M
3
+$1.77M
4
AMD icon
Advanced Micro Devices
AMD
+$1.6M
5
SLB icon
SLB Limited
SLB
+$1.41M

Sector Composition

1 Technology 53.99%
2 Consumer Discretionary 22.09%
3 Communication Services 11.18%
4 Financials 4.87%
5 Industrials 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.88K ﹤0.01%
24
302
$1.87K ﹤0.01%
25
303
$1.8K ﹤0.01%
50
304
$1.8K ﹤0.01%
+34
305
$1.79K ﹤0.01%
52
306
$1.57K ﹤0.01%
+6
307
$1.55K ﹤0.01%
65
308
$1.54K ﹤0.01%
+38
309
$1.53K ﹤0.01%
3
-1,877
310
$1.42K ﹤0.01%
20
311
$1.41K ﹤0.01%
32
+1
312
$1.32K ﹤0.01%
+80
313
$1.32K ﹤0.01%
+3
314
$1.28K ﹤0.01%
+3
315
$1.22K ﹤0.01%
17
316
$1.22K ﹤0.01%
100
317
$1.21K ﹤0.01%
+32
318
$1.2K ﹤0.01%
+44
319
$1.15K ﹤0.01%
+40
320
$1.07K ﹤0.01%
+21
321
$1.05K ﹤0.01%
55
+14
322
$1.04K ﹤0.01%
47
-266
323
$1K ﹤0.01%
38
-89
324
$959 ﹤0.01%
16
325
$953 ﹤0.01%
10
11 12
13
14 15