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

Top Buys

1
+$12.5M
2
+$9.15M
3
+$8.29M
4
META icon
Meta Platforms (Facebook)
META
+$7.36M
5
AMZN icon
Amazon
AMZN
+$4.7M

Top Sells

1
+$10.3M
2
+$8.15M
3
+$3.88M
4
AMD icon
Advanced Micro Devices
AMD
+$2.92M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.48M

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
$996 ﹤0.01%
+27
310
$903 ﹤0.01%
+5
311
$853 ﹤0.01%
22
312
$846 ﹤0.01%
10
313
$831 ﹤0.01%
24
-14
314
$830 ﹤0.01%
500
+260
315
$811 ﹤0.01%
85
+53
316
$785 ﹤0.01%
59
317
$773 ﹤0.01%
36
318
$751 ﹤0.01%
41
-14
319
$717 ﹤0.01%
21
320
$648 ﹤0.01%
+48
321
$639 ﹤0.01%
300
322
$639 ﹤0.01%
65
-935
323
$603 ﹤0.01%
20
324
$588 ﹤0.01%
+5
325
$504 ﹤0.01%
204
-5
11 12
13
14 15