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
$523M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$9.77K

Top Sells

1
+$6.3M
2
+$148K
3
+$3.02K

Sector Composition

1 Technology 53.94%
2 Consumer Discretionary 22.09%
3 Communication Services 11.18%
4 Financials 4.92%
5 Industrials 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$50 ﹤0.01%
1
377
$48 ﹤0.01%
1
378
$46 ﹤0.01%
1
379
$42 ﹤0.01%
1
380
– –
0
381
$34 ﹤0.01%
11
382
$19 ﹤0.01%
4
383
$19 ﹤0.01%
2
384
$18 ﹤0.01%
2
385
$10 ﹤0.01%
9
386
$6 ﹤0.01%
1
387
$6 ﹤0.01%
1
388
$6 ﹤0.01%
40
389
$5 ﹤0.01%
2
390
– –
0
12 13 14 15
16