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
$302M
AUM Growth
+$49.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$7.29M
2
+$3.94M
3
+$2.98M
4
UBER icon
Uber
UBER
+$2.97M
5
PANW icon
Palo Alto Networks
PANW
+$1.8M

Top Sells

1
+$3.38M
2
+$3.31M
3
+$1.82M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.19M
5
BDJ icon
BlackRock Enhanced Equity Dividend Trust
BDJ
+$1.14M

Sector Composition

1 Technology 49.28%
2 Consumer Discretionary 22.08%
3 Financials 7.7%
4 Healthcare 4.16%
5 Industrials 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$48.8K 0.02%
1,457
127
$47.2K 0.02%
1,161
-950
128
$43.4K 0.01%
400
129
$43.3K 0.01%
375
130
$40.8K 0.01%
800
131
$40.7K 0.01%
210
132
$40.3K 0.01%
2,400
133
$38.9K 0.01%
585
+105
134
$38.8K 0.01%
300
135
$37.8K 0.01%
3,207
136
$34.8K 0.01%
200
137
$33.4K 0.01%
1,000
138
$33.4K 0.01%
85
-43
139
$32.9K 0.01%
4,000
140
$32.9K 0.01%
622
141
$32.8K 0.01%
1,000
142
$32.7K 0.01%
511
143
$31.7K 0.01%
+150
144
$30.6K 0.01%
400
145
$29.9K 0.01%
+500
146
$29.2K 0.01%
3,552
-1,909
147
$28.9K 0.01%
1,142
148
$28.8K 0.01%
1,000
149
$27.5K 0.01%
267
150
$27.5K 0.01%
218
4 5
6
7 8