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
76
$185K 0.03%
1,202
-406
77
$168K 0.03%
2,070
+2,000
78
$158K 0.03%
4,000
79
$158K 0.03%
1,305
-24,152
80
$148K 0.02%
+1,390
81
$148K 0.02%
3,691
+120
82
$145K 0.02%
2,020
-21
83
$139K 0.02%
237
-487
84
$137K 0.02%
1,014
-76
85
$130K 0.02%
5,150
-3,400
86
$128K 0.02%
2,700
+1,000
87
$126K 0.02%
+2,471
88
$125K 0.02%
+348
89
$117K 0.02%
+1,060
90
$112K 0.02%
+1,210
91
$110K 0.02%
2,942
-108
92
$106K 0.02%
239
+43
93
$102K 0.02%
412
+100
94
$102K 0.02%
1,719
-32
95
$101K 0.02%
+1,653
96
$99.5K 0.02%
+910
97
$91.8K 0.02%
16,386
98
$88.8K 0.01%
1,112
+251
99
$88.7K 0.01%
350
+318
100
$84.7K 0.01%
500
-2,589
2 3
4
5 6