HI

Hoey Investments Portfolio holdings

AUM $668M
1-Year Est. Return 32.73%
This Quarter Est. Return
1 Year Est. Return
+32.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$273M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$9.34M
2
+$3.36M
3
+$2.88M
4
PYPL icon
PayPal
PYPL
+$1.56M
5
QCOM icon
Qualcomm
QCOM
+$1.35M

Top Sells

1
+$9.7M
2
+$6.28M
3
+$2.21M
4
NVDA icon
NVIDIA
NVDA
+$767K
5
CMCSA icon
Comcast
CMCSA
+$307K

Sector Composition

1 Technology 48.72%
2 Consumer Discretionary 29.13%
3 Consumer Staples 6.92%
4 Healthcare 5.18%
5 Financials 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$860K 0.31%
+11,428
27
$855K 0.31%
3,844
+743
28
$833K 0.3%
3,158
+2,360
29
$814K 0.29%
59,529
-5,763
30
$749K 0.27%
88,488
+700
31
$709K 0.25%
1,312
-4,086
32
$690K 0.25%
17,252
-2,885
33
$638K 0.23%
3,000
34
$623K 0.22%
6,789
-1,395
35
$623K 0.22%
2,679
+796
36
$529K 0.19%
3,000
37
$522K 0.19%
+22,648
38
$517K 0.19%
2,410
39
$501K 0.18%
7,000
40
$469K 0.17%
+6,601
41
$423K 0.15%
1,502
-977
42
$402K 0.14%
+17,088
43
$402K 0.14%
3,756
+670
44
$400K 0.14%
5,804
+4,704
45
$365K 0.13%
3,029
-255
46
$349K 0.13%
7,000
47
$343K 0.12%
+685
48
$340K 0.12%
1,589
-118
49
$328K 0.12%
1,804
+1,429
50
$326K 0.12%
14,994
+14,133
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