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
$220M
AUM Growth
-$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$4.77M
3
+$2.43M
4
AMZN icon
Amazon
AMZN
+$1.94M
5
NOW icon
ServiceNow
NOW
+$1.17M

Top Sells

1
+$20.7M
2
+$16.5M
3
+$10.4M
4
QCOM icon
Qualcomm
QCOM
+$6.79M
5
JPM icon
JPMorgan Chase
JPM
+$5.57M

Sector Composition

1 Technology 39.97%
2 Consumer Discretionary 22.3%
3 Healthcare 6.45%
4 Financials 5.8%
5 Communication Services 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$399K 0.17%
8,220
+7,740
52
$390K 0.17%
6,348
+2,472
53
$387K 0.17%
636
+581
54
$353K 0.15%
+1,178
55
$348K 0.15%
2,461
+157
56
$348K 0.15%
22,045
-2,507
57
$336K 0.14%
+717
58
$332K 0.14%
5,860
+3,115
59
$322K 0.14%
7,554
+6,094
60
$313K 0.13%
179
-95
61
$306K 0.13%
4,377
-652
62
$285K 0.12%
2,625
+1,200
63
$265K 0.11%
12,650
-127
64
$258K 0.11%
5,089
+952
65
$255K 0.11%
1,031
66
$253K 0.11%
1,507
+30
67
$236K 0.1%
1,401
-2,973
68
$226K 0.1%
15,604
+592
69
$222K 0.1%
1,975
-49,544
70
$191K 0.08%
1,250
-500
71
$172K 0.07%
471
+453
72
$171K 0.07%
9,155
73
$162K 0.07%
1,136
-64
74
$150K 0.06%
2,023
+415
75
$142K 0.06%
+825
1 2
3
4 5