HI
Hoey Investments Portfolio holdings
AUM
$668M
This Quarter Return
+16.68%
1 Year Return
+32.73%
3 Year Return
+244.92%
5 Year Return
+346.39%
10 Year Return
–
AUM
$353M
AUM Growth
+$353M
(+18%)
Cap. Flow
+$8.39M
Cap. Flow
% of AUM
2.38%
Top 10 Holdings %
Top 10 Hldgs %
79.56%
Holding
374
New
30
Increased
44
Reduced
81
Closed
32
Top Buys
| 1 |
Meta Platforms (Facebook)
META
|
$12.8M |
| 2 |
NVIDIA
NVDA
|
$7.94M |
| 3 |
Amazon
AMZN
|
$7.15M |
| 4 |
Amgen
AMGN
|
$2.35M |
| 5 |
Palo Alto Networks
PANW
|
$1.35M |
Top Sells
| 1 |
ConocoPhillips
COP
|
$3.54M |
| 2 |
Bank of America
BAC
|
$2.87M |
| 3 |
Goldman Sachs
GS
|
$2.81M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$2.5M |
| 5 |
Apple
AAPL
|
$2.19M |
Sector Composition
| 1 | Technology | 51.21% |
| 2 | Consumer Discretionary | 23.56% |
| 3 | Communication Services | 6.76% |
| 4 | Financials | 5.19% |
| 5 | Healthcare | 4.34% |
