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HI
Hoey Investments Portfolio holdings
AUM
$774M
1-Year Est. Return
27.34%
This Fund
S&P 500
This Quarter
Est. Return
+12.02%
1 Year Est. Return
+27.34%
3 Year Est. Return
+199.62%
5 Year Est. Return
+274.89%
10 Year Est. Return
–
AUM
$141M
AUM Growth
–
Cap. Flow
+$133M
Cap. Flow
% of AUM
94.6%
Top 10 Holdings %
Top 10 Hldgs %
50.17%
Holding
163
New
163
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amazon
AMZN
|
+$15.3M |
| 2 |
Apple
AAPL
|
+$13.6M |
| 3 |
Microsoft
MSFT
|
+$8.29M |
| 4 |
JPMorgan Chase
JPM
|
+$5.76M |
| 5 |
Home Depot
HD
|
+$4.71M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 27.65% |
| 2 | Consumer Discretionary | 19.33% |
| 3 | Industrials | 10.27% |
| 4 | Consumer Staples | 9.52% |
| 5 | Financials | 9.39% |
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Hoey Investments's Q4 2019 Portfolio in Review
Q4 2019 is the first quarter with a 13F filing on record for Hoey Investments, which disclosed 163 positions worth $141M. Its ten largest holdings account for 50% of the portfolio.
Its largest position is Amazon: 172,980 shares worth $16M.
By sector, the portfolio is most concentrated in Technology at 28% of assets, followed by Consumer Discretionary and Industrials.
- Hoey Investments's largest Q4 2019 buy was Amazon: 172,980 shares worth $16M.
- Hoey Investments's ten largest holdings make up 50% of its $141M portfolio in Q4 2019.
- Hoey Investments disclosed 163 positions in Q4 2019, its first 13F filing on record.
Based on Hoey Investments's 13F filing for Q4 2019, filed 10 Jan 2020.