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
51
$438K 0.07%
16,631
52
$434K 0.07%
1,500
+1,385
53
$423K 0.07%
1,926
+932
54
$411K 0.07%
2,131
-629
55
$376K 0.06%
931
-2,708
56
$349K 0.06%
2,413
+380
57
$347K 0.06%
1,758
+1,348
58
$335K 0.06%
2,312
-2,686
59
$323K 0.05%
7,732
-5,383
60
$318K 0.05%
1,680
-13,075
61
$316K 0.05%
600
+550
62
$310K 0.05%
1,068
63
$301K 0.05%
2,798
-1,082
64
$299K 0.05%
+13,124
65
$298K 0.05%
4,130
+3,630
66
$271K 0.05%
1,530
+1,091
67
$250K 0.04%
9,428
-852
68
$244K 0.04%
4,595
+3,000
69
$237K 0.04%
609
+110
70
$234K 0.04%
5,821
-1,951
71
$217K 0.04%
212
-22
72
$215K 0.04%
1,000
+870
73
$209K 0.04%
1,413
-156
74
$200K 0.03%
1,100
-56,746
75
$188K 0.03%
821
-487
1 2
3
4 5