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
$523M
AUM Growth
+$74.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
412
New
Increased
Reduced
Closed

Top Buys

1
+$7.8M
2
+$6.32M
3
+$2.84M
4
NVDA icon
NVIDIA
NVDA
+$2.81M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.66M

Top Sells

1
+$5.32M
2
+$2.16M
3
+$1.77M
4
AMD icon
Advanced Micro Devices
AMD
+$1.6M
5
SLB icon
SLB Limited
SLB
+$1.41M

Sector Composition

1 Technology 53.99%
2 Consumer Discretionary 22.09%
3 Communication Services 11.18%
4 Financials 4.87%
5 Industrials 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.26M 0.24%
3,096
+158
27
$1.25M 0.23%
22,777
-695
28
$1.19M 0.22%
31,771
+13,089
29
$1.16M 0.22%
3,602
-1,026
30
$1.14M 0.21%
1,689
+1,289
31
$1.02M 0.19%
14,673
-200
32
$955K 0.18%
5,788
-48
33
$907K 0.17%
36,723
+4,566
34
$906K 0.17%
12,955
+1,300
35
$899K 0.17%
45,226
-8,199
36
$804K 0.15%
1,721
-130
37
$782K 0.15%
4,998
-563
38
$726K 0.14%
3,400
-115
39
$720K 0.13%
3,639
-334
40
$656K 0.12%
3,785
-253
41
$652K 0.12%
8,099
-1,010
42
$621K 0.12%
1,123
-24
43
$612K 0.11%
74,904
-7,664
44
$612K 0.11%
2,223
-305
45
$605K 0.11%
3,314
46
$580K 0.11%
3,384
+12
47
$575K 0.11%
5,730
-65
48
$572K 0.11%
22,680
+9,300
49
$559K 0.1%
13,115
-863
50
$519K 0.1%
11,161
-5,898
1
2
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