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
51
$321K 0.12%
+7,884
52
$278K 0.1%
+14,980
53
$253K 0.09%
4,827
-5,850
54
$250K 0.09%
+7,224
55
$242K 0.09%
1,576
-245
56
$214K 0.08%
+4,200
57
$192K 0.07%
+9,362
58
$188K 0.07%
+700
59
$181K 0.07%
+3,622
60
$165K 0.06%
702
-450
61
$155K 0.06%
3,400
-212,728
62
$154K 0.06%
4,000
-163,036
63
$127K 0.05%
600
+425
64
$122K 0.04%
+6,523
65
$120K 0.04%
+550
66
$119K 0.04%
+682
67
$116K 0.04%
+1,166
68
$115K 0.04%
1,000
69
$108K 0.04%
16,929
70
$99K 0.04%
+1,020
71
$95K 0.03%
9,750
72
$93K 0.03%
850
-200
73
$85K 0.03%
485
-725
74
$80K 0.03%
750
75
$78K 0.03%
1,791
-209
1 2
3
4 5