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
$302M
AUM Growth
+$49.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$6.39M
2
+$3.09M
3
+$2.56M
4
UBER icon
Uber
UBER
+$2.56M
5
PANW icon
Palo Alto Networks
PANW
+$1.47M

Top Sells

1
+$3.53M
2
+$2.65M
3
+$1.77M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.14M
5
BDJ icon
BlackRock Enhanced Equity Dividend Trust
BDJ
+$1.13M

Sector Composition

1 Technology 49.28%
2 Consumer Discretionary 22.08%
3 Financials 7.7%
4 Healthcare 4.16%
5 Industrials 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.58M 0.52%
32,073
-4,140
27
$1.56M 0.52%
29,685
+5,486
28
$1.51M 0.5%
5,786
+195
29
$1.4M 0.46%
8,374
-19,777
30
$1.36M 0.45%
26,046
-8,682
31
$1.29M 0.43%
6,964
-2,031
32
$1.24M 0.41%
3,774
-273
33
$1.23M 0.41%
71,653
-5,826
34
$1.18M 0.39%
2,263
-988
35
$1.17M 0.39%
12,918
-8,729
36
$1.15M 0.38%
2,498
-11
37
$1.14M 0.38%
17,046
+1,172
38
$1.12M 0.37%
19,109
+480
39
$1.11M 0.37%
6,287
+1,725
40
$1.05M 0.35%
6,107
-857
41
$1.05M 0.35%
7,204
+1,634
42
$1.02M 0.34%
6,495
-1,492
43
$1.01M 0.33%
2,491
-928
44
$951K 0.31%
24,050
-2,562
45
$943K 0.31%
31,555
-14,063
46
$916K 0.3%
59,744
+26,382
47
$908K 0.3%
166,953
-99,461
48
$903K 0.3%
7,547
-9,900
49
$887K 0.29%
16,418
-582
50
$882K 0.29%
2,330
-576
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