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
$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
51
$297K 0.08%
6,000
52
$289K 0.08%
490
+305
53
$284K 0.08%
1,750
+500
54
$281K 0.08%
15,012
+8,836
55
$255K 0.07%
1,563
-2,036
56
$255K 0.07%
1,031
-1,910
57
$248K 0.07%
6,000
58
$241K 0.07%
1,050
+770
59
$228K 0.06%
12,777
+1,324
60
$219K 0.06%
1,725
-325
61
$215K 0.06%
1,099
+799
62
$211K 0.06%
4,137
+2,748
63
$209K 0.06%
9,155
+4,000
64
$207K 0.06%
1,200
+414
65
$193K 0.05%
1,608
-695
66
$188K 0.05%
2,745
+1,295
67
$182K 0.05%
950
-126
68
$169K 0.05%
1,425
+400
69
$160K 0.04%
16,929
70
$139K 0.04%
2,969
-158
71
$135K 0.04%
302
+77
72
$129K 0.04%
777
-79
73
$125K 0.03%
1,206
+1,140
74
$123K 0.03%
1,355
-1,034
75
$118K 0.03%
1,200
+200
1 2
3
4 5