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
101
$42K 0.01%
269
102
$42K 0.01%
138
+20
103
$41K 0.01%
760
+500
104
$41K 0.01%
+400
105
$39K 0.01%
3,606
-166
106
$38K 0.01%
500
107
$37K 0.01%
+200
108
$37K 0.01%
977
109
$36K 0.01%
+500
110
$35K 0.01%
1,076
111
$33K 0.01%
400
112
$33K 0.01%
622
113
$33K 0.01%
1,050
114
$32K 0.01%
+1,000
115
$31K 0.01%
238
116
$30K 0.01%
+480
117
$30K 0.01%
1,173
118
$30K 0.01%
133
-193
119
$29K 0.01%
+500
120
$27K 0.01%
939
121
$27K 0.01%
+300
122
$25K 0.01%
3,053
123
$24K 0.01%
164
124
$23K 0.01%
166
125
$22K 0.01%
300
-300
3 4
5
6 7