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
$273M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$9.34M
2
+$3.36M
3
+$2.88M
4
PYPL icon
PayPal
PYPL
+$1.56M
5
QCOM icon
Qualcomm
QCOM
+$1.35M

Top Sells

1
+$9.7M
2
+$6.28M
3
+$2.21M
4
NVDA icon
NVIDIA
NVDA
+$767K
5
CMCSA icon
Comcast
CMCSA
+$307K

Sector Composition

1 Technology 48.72%
2 Consumer Discretionary 29.13%
3 Consumer Staples 6.92%
4 Healthcare 5.18%
5 Financials 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$7K ﹤0.01%
+29
152
$6K ﹤0.01%
61
153
$6K ﹤0.01%
+25
154
$6K ﹤0.01%
90
155
$5K ﹤0.01%
+100
156
$5K ﹤0.01%
+30
157
$5K ﹤0.01%
+75
158
$5K ﹤0.01%
+90
159
$5K ﹤0.01%
+50
160
$5K ﹤0.01%
200
161
$4K ﹤0.01%
70
162
$4K ﹤0.01%
150
163
$4K ﹤0.01%
+73
164
$4K ﹤0.01%
+35
165
$3K ﹤0.01%
24
166
$2K ﹤0.01%
200
167
$2K ﹤0.01%
+12
168
$2K ﹤0.01%
20
-20
169
$2K ﹤0.01%
6
170
$1K ﹤0.01%
5
171
$1K ﹤0.01%
+21
172
$1K ﹤0.01%
24
173
$1K ﹤0.01%
15
174
$1K ﹤0.01%
42
175
$1K ﹤0.01%
+65
4 5 6
7
8