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
$588M
AUM Growth
+$64.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$9.66M
2
+$8.51M
3
+$7.38M
4
AVGO icon
Broadcom
AVGO
+$7.3M
5
AMZN icon
Amazon
AMZN
+$4.38M

Top Sells

1
+$10.7M
2
+$7.92M
3
+$3.92M
4
AMD icon
Advanced Micro Devices
AMD
+$3.48M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.29M

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
301
$1.34K ﹤0.01%
24
302
$1.32K ﹤0.01%
44
303
$1.23K ﹤0.01%
+45
304
$1.19K ﹤0.01%
16
305
$1.17K ﹤0.01%
+10
306
$1.06K ﹤0.01%
+37
307
$1K ﹤0.01%
100
308
$997 ﹤0.01%
+43
309
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+27
310
$903 ﹤0.01%
+5
311
$853 ﹤0.01%
22
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$846 ﹤0.01%
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$831 ﹤0.01%
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500
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$811 ﹤0.01%
85
+53
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$785 ﹤0.01%
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321
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$639 ﹤0.01%
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323
$603 ﹤0.01%
20
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$588 ﹤0.01%
+5
325
$504 ﹤0.01%
204
-5
11 12
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