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
$302M
AUM Growth
+$49.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$7.29M
2
+$3.94M
3
+$2.98M
4
UBER icon
Uber
UBER
+$2.97M
5
PANW icon
Palo Alto Networks
PANW
+$1.8M

Top Sells

1
+$3.38M
2
+$3.31M
3
+$1.82M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.19M
5
BDJ icon
BlackRock Enhanced Equity Dividend Trust
BDJ
+$1.14M

Sector Composition

1 Technology 49.28%
2 Consumer Discretionary 22.08%
3 Financials 7.7%
4 Healthcare 4.16%
5 Industrials 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$297K 0.1%
551
-127
77
$286K 0.09%
1,947
+1,500
78
$218K 0.07%
1,656
-756
79
$212K 0.07%
1,780
+121
80
$209K 0.07%
14,850
+2,118
81
$203K 0.07%
3,932
-1,465
82
$202K 0.07%
910
+850
83
$201K 0.07%
450
-64
84
$183K 0.06%
1,938
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85
$183K 0.06%
1,355
-95
86
$176K 0.06%
3,649
-1,569
87
$165K 0.05%
362
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88
$162K 0.05%
1,121
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89
$162K 0.05%
15,567
-1,052
90
$156K 0.05%
1,550
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91
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92
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3,000
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93
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451
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94
$136K 0.04%
742
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95
$132K 0.04%
1,086
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96
$125K 0.04%
3,000
97
$122K 0.04%
+2,850
98
$115K 0.04%
5,482
+550
99
$107K 0.03%
3,114
-1,846
100
$106K 0.03%
2,839
-2,100
2 3
4
5 6