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
$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
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