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
51
$496K 0.09%
3,089
+620
52
$485K 0.09%
1,624
-266
53
$477K 0.09%
2,000
54
$447K 0.08%
3,880
-406
55
$442K 0.08%
16,631
+8,300
56
$441K 0.08%
2,760
-213
57
$412K 0.08%
7,772
-122
58
$405K 0.08%
4,940
+2,340
59
$403K 0.08%
4,038
-777
60
$394K 0.07%
724
+579
61
$377K 0.07%
443
-35
62
$327K 0.06%
1,308
-49
63
$320K 0.06%
1,608
64
$314K 0.06%
840
-46
65
$308K 0.06%
5,087
+2,937
66
$301K 0.06%
333
+233
67
$300K 0.06%
902
+10
68
$298K 0.06%
1,820
-32,494
69
$297K 0.06%
2,033
-14,802
70
$288K 0.05%
10,280
-1,773
71
$277K 0.05%
70
+50
72
$276K 0.05%
10,887
+9,787
73
$274K 0.05%
9,083
+8,170
74
$272K 0.05%
1,068
75
$233K 0.04%
8,550
+7,550
1 2
3
4 5