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
76
$136K 0.06%
15,000
+13,500
77
$135K 0.06%
16,929
78
$134K 0.06%
281
-21
79
$131K 0.06%
3,234
+1,878
80
$130K 0.06%
+9,950
81
$121K 0.05%
444
+300
82
$112K 0.05%
2,858
-111
83
$107K 0.05%
834
-52,886
84
$98K 0.04%
661
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85
$97K 0.04%
12,750
86
$95K 0.04%
696
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87
$94K 0.04%
+2,000
88
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970
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89
$88K 0.04%
738
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90
$85K 0.04%
310
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91
$84K 0.04%
10,000
92
$83K 0.04%
1,487
93
$80K 0.03%
2,284
-3,716
94
$80K 0.03%
1,750
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95
$80K 0.03%
1,053
-302
96
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2,027
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97
$73K 0.03%
1,569
98
$68K 0.03%
180
99
$66K 0.03%
+725
100
$66K 0.03%
725
-1,000
2 3
4
5 6