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
76
$78K 0.03%
+600
77
$73K 0.03%
+3,100
78
$73K 0.03%
7,000
79
$69K 0.02%
2,500
80
$64K 0.02%
171
+1
81
$63K 0.02%
+857
82
$63K 0.02%
+200
83
$59K 0.02%
1,469
84
$59K 0.02%
500
85
$58K 0.02%
400
86
$53K 0.02%
+445
87
$45K 0.02%
7,750
88
$45K 0.02%
3,207
89
$45K 0.02%
650
-250
90
$44K 0.02%
2,904
91
$42K 0.02%
+200
92
$41K 0.01%
1,655
93
$35K 0.01%
288
94
$34K 0.01%
1,076
95
$33K 0.01%
977
96
$32K 0.01%
325
97
$32K 0.01%
375
98
$31K 0.01%
622
99
$30K 0.01%
237
100
$29K 0.01%
128
2 3
4
5 6