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HI

Hoey Investments Portfolio holdings

AUM $678M
1-Year Est. Return 35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+35%
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
+$6.39M
2
+$3.09M
3
+$2.56M
4
UBER icon
Uber
UBER
+$2.56M
5
PANW icon
Palo Alto Networks
PANW
+$1.47M

Top Sells

1
+$3.53M
2
+$2.65M
3
+$1.77M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.14M
5
BDJ icon
BlackRock Enhanced Equity Dividend Trust
BDJ
+$1.13M

Sector Composition

1 Technology 49.28%
2 Consumer Discretionary 22.08%
3 Financials 7.7%
4 Healthcare 4.16%
5 Industrials 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
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352
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353
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354
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355
– –
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356
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357
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-800
358
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-86
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360
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361
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-55
362
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-1,200
363
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-25
364
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365
– –
-400
11 12 13 14
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