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
101
$66K 0.03%
700
-399
102
$65K 0.03%
12,750
103
$56K 0.02%
+1,000
104
$52K 0.02%
1,452
-72,708
105
$49K 0.02%
+156
106
$46K 0.02%
400
107
$45K 0.02%
138
108
$45K 0.02%
3,207
109
$43K 0.02%
2,904
110
$43K 0.02%
400
111
$41K 0.02%
300
-650
112
$41K 0.02%
+250
113
$41K 0.02%
4,008
-608
114
$41K 0.02%
+119
115
$38K 0.02%
325
116
$38K 0.02%
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117
$37K 0.02%
1,000
-5,000
118
$37K 0.02%
269
119
$36K 0.02%
1,146
+1,076
120
$36K 0.02%
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121
$36K 0.02%
375
-400
122
$36K 0.02%
1,050
123
$36K 0.02%
500
124
$34K 0.01%
1,000
125
$32K 0.01%
3,096
-510
3 4
5
6 7