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
$523M
AUM Growth
+$74.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
412
New
Increased
Reduced
Closed

Top Buys

1
+$7.8M
2
+$6.32M
3
+$2.84M
4
NVDA icon
NVIDIA
NVDA
+$2.81M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.66M

Top Sells

1
+$5.32M
2
+$2.16M
3
+$1.77M
4
AMD icon
Advanced Micro Devices
AMD
+$1.6M
5
SLB icon
SLB Limited
SLB
+$1.41M

Sector Composition

1 Technology 53.99%
2 Consumer Discretionary 22.09%
3 Communication Services 11.18%
4 Financials 4.87%
5 Industrials 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$44.6K 0.01%
618
+614
127
$44.6K 0.01%
345
128
$42.8K 0.01%
300
129
$41.6K 0.01%
214
+4
130
$41.6K 0.01%
+76
131
$41.4K 0.01%
1,457
132
$40K 0.01%
419
-16
133
$39.7K 0.01%
1,350
-1,255
134
$38.6K 0.01%
1,248
+1
135
$37.8K 0.01%
3,207
136
$36.5K 0.01%
575
+500
137
$36.2K 0.01%
500
-650
138
$36.1K 0.01%
+824
139
$35.1K 0.01%
4,000
140
$34.9K 0.01%
126
-44
141
$34.3K 0.01%
142
142
$34.1K 0.01%
1,000
143
$31.2K 0.01%
300
144
$31K 0.01%
645
+534
145
$29.3K 0.01%
+160
146
$28.7K 0.01%
+544
147
$28.2K 0.01%
200
148
$27.8K 0.01%
572
149
$27.5K 0.01%
+432
150
$26.7K 0.01%
+960
4 5
6
7 8