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
101
$103K 0.03%
2,600
102
$102K 0.03%
1,153
-397
103
$101K 0.03%
16,929
104
$92.7K 0.03%
6,700
105
$90.1K 0.03%
+3,500
106
$90K 0.03%
367
+327
107
$89.5K 0.03%
1,003
-649
108
$89.5K 0.03%
1,500
109
$88.7K 0.03%
738
110
$87.9K 0.03%
1,569
111
$70.1K 0.02%
460
112
$66.1K 0.02%
150
-50
113
$65.7K 0.02%
460
114
$64.3K 0.02%
145
-49
115
$64.1K 0.02%
+1,768
116
$59.8K 0.02%
1,055
117
$59.3K 0.02%
400
118
$57.5K 0.02%
449
-194
119
$57K 0.02%
320
+70
120
$56.3K 0.02%
2,120
+2,100
121
$56.2K 0.02%
1,300
122
$54.5K 0.02%
500
-1,925
123
$53.7K 0.02%
11,250
124
$52.2K 0.02%
+11,231
125
$50.1K 0.02%
1,050
3 4
5
6 7