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
$523M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1 +$327

Sector Composition

1 Technology 53.99%
2 Consumer Discretionary 22.09%
3 Communication Services 11.18%
4 Financials 4.87%
5 Industrials 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$79.9K 0.02%
439
102
$76.8K 0.01%
1,000
103
$76.3K 0.01%
3,974
104
$74K 0.01%
531
105
$73.4K 0.01%
16,386
106
$71.3K 0.01%
410
107
$69.3K 0.01%
312
108
$68.8K 0.01%
320
109
$68.1K 0.01%
1,300
110
$67.8K 0.01%
861
111
$66K 0.01%
1,700
112
$62.6K 0.01%
1,000
113
$61.8K 0.01%
2,980
114
$60.7K 0.01%
440
115
$56.9K 0.01%
375
116
$55.1K 0.01%
562
117
$54.5K 0.01%
1,595
118
$53.7K 0.01%
1,050
119
$53.2K 0.01%
500
120
$51.6K 0.01%
213
121
$51.5K 0.01%
400
122
$50.5K 0.01%
500
123
$50.4K 0.01%
400
124
$47.2K 0.01%
800
125
$44.7K 0.01%
920