HI

Hoey Investments Portfolio holdings

AUM $739M
1-Year Est. Return 46.16%
This Quarter Est. Return
1 Year Est. Return
+46.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$588M
AUM Growth
+$64.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$9.15M
3
+$8.29M
4
META icon
Meta Platforms (Facebook)
META
+$7.36M
5
AMZN icon
Amazon
AMZN
+$4.7M

Top Sells

1
+$10.3M
2
+$8.15M
3
+$3.88M
4
AMD icon
Advanced Micro Devices
AMD
+$2.92M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.48M

Sector Composition

1 Technology 50.99%
2 Consumer Discretionary 22.93%
3 Communication Services 12.3%
4 Financials 6.69%
5 Industrials 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$81.1K 0.01%
105
-228
102
$80.2K 0.01%
650
-1,170
103
$77.5K 0.01%
320
104
$76.7K 0.01%
1,050
105
$74.5K 0.01%
+1,000
106
$74.1K 0.01%
+1,500
107
$72.5K 0.01%
446
+53
108
$71.4K 0.01%
3,860
-114
109
$70.6K 0.01%
712
+631
110
$70.1K 0.01%
+530
111
$69.7K 0.01%
297
+281
112
$67.1K 0.01%
5,200
-6,160
113
$66.3K 0.01%
453
-78
114
$65.3K 0.01%
586
-492
115
$64.8K 0.01%
+1,059
116
$64.6K 0.01%
375
117
$63.6K 0.01%
1,943
-156
118
$63.1K 0.01%
+210
119
$62.3K 0.01%
400
120
$61.2K 0.01%
1,793
-1,187
121
$58.8K 0.01%
+840
122
$56.9K 0.01%
215
+2
123
$55.4K 0.01%
+524
124
$54K 0.01%
411
+407
125
$52.1K 0.01%
5,625
-5,625
3 4
5
6 7