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
$273M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1 +$9.34M
2 +$3.36M
3 +$2.88M
4
PYPL icon
PayPal
PYPL
+$1.56M
5
QCOM icon
Qualcomm
QCOM
+$1.35M

Top Sells

1 +$9.7M
2 +$6.28M
3 +$2.21M
4
NVDA icon
NVIDIA
NVDA
+$767K
5
CMCSA icon
Comcast
CMCSA
+$307K

Sector Composition

1 Technology 48.72%
2 Consumer Discretionary 29.13%
3 Consumer Staples 6.92%
4 Healthcare 5.18%
5 Financials 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$15K 0.01%
856
127
$15K 0.01%
+171
128
$15K 0.01%
750
129
$14K 0.01%
+683
130
$13K ﹤0.01%
517
131
$13K ﹤0.01%
+213
132
$13K ﹤0.01%
572
133
$12K ﹤0.01%
82
134
$11K ﹤0.01%
610
135
$11K ﹤0.01%
+226
136
$11K ﹤0.01%
+313
137
$11K ﹤0.01%
66
138
$11K ﹤0.01%
13
139
$11K ﹤0.01%
+282
140
$11K ﹤0.01%
375
141
$11K ﹤0.01%
+75
142
$11K ﹤0.01%
+23
143
$9K ﹤0.01%
+72
144
$9K ﹤0.01%
2,283
145
$9K ﹤0.01%
+138
146
$9K ﹤0.01%
27
147
$9K ﹤0.01%
+525
148
$8K ﹤0.01%
135
149
$8K ﹤0.01%
+45
150
$7K ﹤0.01%
281