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
$358M
AUM Growth
-$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$8.06M
3
+$6.52M
4
AAPL icon
Apple
AAPL
+$4.42M
5
AMZN icon
Amazon
AMZN
+$3.62M

Top Sells

1
+$10.2M
2
+$9.56M
3
+$7.41M
4
BKNG icon
Booking.com
BKNG
+$5.64M
5
TGT icon
Target
TGT
+$5.51M

Sector Composition

1 Technology 50.53%
2 Consumer Discretionary 19.65%
3 Communication Services 7.94%
4 Financials 6.6%
5 Healthcare 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.32M 0.36%
20,700
+17,700
27
$1.24M 0.34%
15,027
-490
28
$1.24M 0.34%
5,566
+1,122
29
$1.09M 0.29%
10,871
+638
30
$1.07M 0.29%
2,432
+68
31
$1.06M 0.29%
2,946
+1,083
32
$1.05M 0.29%
+44,232
33
$993K 0.27%
4,374
+4,339
34
$837K 0.23%
18,087
+17,490
35
$779K 0.21%
13,731
+5,194
36
$683K 0.19%
3,000
37
$648K 0.18%
4,986
-20
38
$643K 0.17%
274
-2,404
39
$619K 0.17%
16,349
-4,600
40
$597K 0.16%
6,030
-1,570
41
$587K 0.16%
3,015
42
$582K 0.16%
5,029
-7,888
43
$559K 0.15%
970
-315
44
$526K 0.14%
3,876
+3,072
45
$489K 0.13%
2,304
-25,984
46
$468K 0.13%
3,065
-358
47
$464K 0.13%
24,552
-26,547
48
$443K 0.12%
5,404
-519
49
$382K 0.1%
+3,772
50
$370K 0.1%
+1,477
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