HI

Hoey Investments Portfolio holdings

AUM $737M
1-Year Est. Return 32.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.3%
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
+$9.15M
2
+$3.25M
3
+$2.61M
4
PYPL icon
PayPal
PYPL
+$1.38M
5
QCOM icon
Qualcomm
QCOM
+$1.24M

Top Sells

1
+$8.03M
2
+$5.37M
3
+$2.07M
4
NVDA icon
NVIDIA
NVDA
+$786K
5
CMCSA icon
Comcast
CMCSA
+$280K

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%
+271
127
$15K 0.01%
856
128
$15K 0.01%
+171
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%
+23
135
$11K ﹤0.01%
610
136
$11K ﹤0.01%
+226
137
$11K ﹤0.01%
+313
138
$11K ﹤0.01%
66
139
$11K ﹤0.01%
13
140
$11K ﹤0.01%
+282
141
$11K ﹤0.01%
375
142
$11K ﹤0.01%
+75
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
4 5
6
7 8