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
$358M
AUM Growth
-$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$8.06M
3
+$6.52M
4
AAPL icon
Apple
AAPL
+$4.42M
5
AMZN icon
Amazon
AMZN
+$3.62M

Top Sells

1
+$10.2M
2
+$9.56M
3
+$7.41M
4
BKNG icon
Booking.com
BKNG
+$5.64M
5
TGT icon
Target
TGT
+$5.51M

Sector Composition

1 Technology 50.53%
2 Consumer Discretionary 19.65%
3 Communication Services 7.94%
4 Financials 6.6%
5 Healthcare 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$21K 0.01%
1,500
-2,000
127
$20K 0.01%
134
128
$19K 0.01%
1,347
129
$19K 0.01%
750
130
$19K 0.01%
120
131
$19K 0.01%
1,238
132
$19K 0.01%
1,211
133
$19K 0.01%
171
134
$18K ﹤0.01%
508
-812
135
$18K ﹤0.01%
227
136
$17K ﹤0.01%
517
137
$17K ﹤0.01%
481
-12
138
$17K ﹤0.01%
200
-750
139
$16K ﹤0.01%
70
140
$15K ﹤0.01%
60
-58
141
$15K ﹤0.01%
220
-459
142
$15K ﹤0.01%
64
143
$15K ﹤0.01%
500
144
$14K ﹤0.01%
856
145
$14K ﹤0.01%
80
146
$14K ﹤0.01%
254
147
$14K ﹤0.01%
271
148
$13K ﹤0.01%
300
149
$13K ﹤0.01%
213
150
$13K ﹤0.01%
1,000
4 5
6
7 8