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
101
$29K 0.01%
197
+18
102
$28K 0.01%
238
103
$28K 0.01%
+996
104
$28K 0.01%
670
105
$28K 0.01%
302
106
$27K 0.01%
100
107
$26K 0.01%
+1,173
108
$26K 0.01%
400
109
$25K 0.01%
560
110
$24K 0.01%
1,050
111
$23K 0.01%
100
112
$22K 0.01%
1,211
113
$21K 0.01%
1,347
114
$20K 0.01%
+500
115
$20K 0.01%
+164
116
$19K 0.01%
2,775
117
$18K 0.01%
166
118
$18K 0.01%
390
-4,000
119
$17K 0.01%
1,238
120
$17K 0.01%
289
121
$17K 0.01%
500
122
$16K 0.01%
260
123
$16K 0.01%
+254
124
$16K 0.01%
119
125
$15K 0.01%
+271
3 4
5
6 7