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
$220M
AUM Growth
-$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$4.77M
3
+$2.43M
4
AMZN icon
Amazon
AMZN
+$1.94M
5
NOW icon
ServiceNow
NOW
+$1.17M

Top Sells

1
+$20.7M
2
+$16.5M
3
+$10.4M
4
QCOM icon
Qualcomm
QCOM
+$6.79M
5
JPM icon
JPMorgan Chase
JPM
+$5.57M

Sector Composition

1 Technology 39.97%
2 Consumer Discretionary 22.3%
3 Healthcare 6.45%
4 Financials 5.8%
5 Communication Services 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$32K 0.01%
977
127
$30K 0.01%
+500
128
$29K 0.01%
2,200
+2,000
129
$28K 0.01%
200
130
$27K 0.01%
622
131
$26K 0.01%
1,173
132
$26K 0.01%
+334
133
$26K 0.01%
400
134
$25K 0.01%
+500
135
$25K 0.01%
+212
136
$24K 0.01%
+267
137
$24K 0.01%
1,197
+689
138
$23K 0.01%
300
139
$23K 0.01%
300
140
$23K 0.01%
+100
141
$23K 0.01%
939
142
$23K 0.01%
+500
143
$22K 0.01%
400
+314
144
$22K 0.01%
164
145
$21K 0.01%
166
146
$19K 0.01%
120
147
$19K 0.01%
3,053
148
$18K 0.01%
750
149
$18K 0.01%
227
150
$17K 0.01%
1,347
4 5
6
7 8