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
$588M
AUM Growth
+$64.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$9.15M
3
+$8.29M
4
META icon
Meta Platforms (Facebook)
META
+$7.36M
5
AMZN icon
Amazon
AMZN
+$4.7M

Top Sells

1
+$10.3M
2
+$8.15M
3
+$3.88M
4
AMD icon
Advanced Micro Devices
AMD
+$2.92M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.48M

Sector Composition

1 Technology 50.99%
2 Consumer Discretionary 22.93%
3 Communication Services 12.3%
4 Financials 6.69%
5 Industrials 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$51.3K 0.01%
562
127
$50.5K 0.01%
837
-163
128
$49.2K 0.01%
+220
129
$49.1K 0.01%
+375
130
$48.9K 0.01%
568
+500
131
$48.3K 0.01%
+887
132
$47.8K 0.01%
400
133
$46.4K 0.01%
400
134
$46.2K 0.01%
135
-23,827
135
$46.1K 0.01%
400
-40
136
$44.2K 0.01%
3,350
-3,350
137
$43K 0.01%
345
138
$42.3K 0.01%
+450
139
$42.1K 0.01%
300
140
$40.9K 0.01%
3,207
141
$40.4K 0.01%
+750
142
$39.6K 0.01%
142
143
$38.6K 0.01%
+200
144
$38.5K 0.01%
210
-4
145
$38.2K 0.01%
613
+181
146
$37.2K 0.01%
4,000
147
$36.6K 0.01%
650
-650
148
$35.9K 0.01%
+1,000
149
$35.6K 0.01%
+330
150
$34.7K 0.01%
341
-78
4 5
6
7 8