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
$353M
AUM Growth
+$54.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$7.43M
3
+$6.6M
4
AMGN icon
Amgen
AMGN
+$2.22M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.24M

Top Sells

1
+$3.57M
2
+$2.5M
3
+$2.48M
4
GS icon
Goldman Sachs
GS
+$2.43M
5
AAPL icon
Apple
AAPL
+$2.1M

Sector Composition

1 Technology 51.21%
2 Consumer Discretionary 23.56%
3 Communication Services 6.76%
4 Financials 5.19%
5 Healthcare 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$44.5K 0.01%
575
127
$44.1K 0.01%
567
128
$42.8K 0.01%
9,522
-5,808
129
$41.8K 0.01%
700
-17,265
130
$41.3K 0.01%
500
131
$40.8K 0.01%
2,400
132
$39.5K 0.01%
150
133
$37.4K 0.01%
1,467
+325
134
$37.1K 0.01%
539
-16
135
$35.7K 0.01%
+690
136
$35.3K 0.01%
400
137
$34.6K 0.01%
75
+50
138
$34.2K 0.01%
3,207
139
$33K 0.01%
300
-200
140
$32K 0.01%
135
141
$31.4K 0.01%
4,000
142
$30.5K 0.01%
622
143
$28.9K 0.01%
+1,000
144
$28.4K 0.01%
572
+500
145
$27.6K 0.01%
853
+275
146
$27K 0.01%
198
147
$26.9K 0.01%
80
148
$26.7K 0.01%
200
149
$26.6K 0.01%
200
150
$26.2K 0.01%
511
4 5
6
7 8