HI

Hoey Investments Portfolio holdings

AUM $739M
1-Year Est. Return 46.16%
This Quarter Est. Return
1 Year Est. Return
+46.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$588M
AUM Growth
+$64.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$9.15M
3
+$8.29M
4
META icon
Meta Platforms (Facebook)
META
+$7.36M
5
AMZN icon
Amazon
AMZN
+$4.7M

Top Sells

1
+$10.3M
2
+$8.15M
3
+$3.88M
4
AMD icon
Advanced Micro Devices
AMD
+$2.92M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.48M

Sector Composition

1 Technology 50.99%
2 Consumer Discretionary 22.93%
3 Communication Services 12.3%
4 Financials 6.69%
5 Industrials 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.12M 0.19%
2,304
+583
27
$1.1M 0.18%
9,955
-3,000
28
$1.01M 0.17%
36,845
-8,381
29
$898K 0.15%
34,446
-2,277
30
$853K 0.14%
2,843
-759
31
$818K 0.14%
5,377
-411
32
$796K 0.13%
2,193
+1,291
33
$791K 0.13%
28,978
-9,022
34
$727K 0.12%
6,284
+554
35
$697K 0.12%
3,920
+536
36
$690K 0.12%
753
+310
37
$658K 0.11%
3,359
+45
38
$636K 0.11%
4,800
-287
39
$611K 0.1%
21,935
-745
40
$585K 0.1%
2,000
41
$535K 0.09%
16,768
-2,589
42
$523K 0.09%
1,114
+762
43
$514K 0.09%
1,344
-280
44
$506K 0.09%
3,106
-679
45
$505K 0.08%
970
-153
46
$498K 0.08%
1,430
+1,304
47
$498K 0.08%
1,744
-479
48
$497K 0.08%
2,200
-1,200
49
$453K 0.08%
8,511
-2,650
50
$452K 0.08%
+13,379
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