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
$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
76
$118K 0.03%
534
+500
77
$115K 0.03%
12,750
78
$109K 0.03%
1,487
+300
79
$105K 0.03%
280
-6,119
80
$102K 0.03%
775
81
$99K 0.03%
10,000
82
$92K 0.02%
1,569
83
$84K 0.02%
600
-200
84
$81K 0.02%
1,460
85
$81K 0.02%
180
+1
86
$73K 0.02%
12,750
87
$72K 0.02%
239
-31,750
88
$67K 0.02%
1,356
-206,040
89
$62K 0.02%
450
90
$58K 0.02%
1,200
-5,520
91
$53K 0.01%
3,207
92
$52K 0.01%
+300
93
$52K 0.01%
325
94
$52K 0.01%
400
95
$52K 0.01%
2,904
96
$51K 0.01%
144
97
$48K 0.01%
1,211
98
$47K 0.01%
4,616
99
$47K 0.01%
999
-792
100
$42K 0.01%
55
2 3
4
5 6