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
$358M
AUM Growth
-$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$8.06M
3
+$6.52M
4
AAPL icon
Apple
AAPL
+$4.42M
5
AMZN icon
Amazon
AMZN
+$3.62M

Top Sells

1
+$10.2M
2
+$9.56M
3
+$7.41M
4
BKNG icon
Booking.com
BKNG
+$5.64M
5
TGT icon
Target
TGT
+$5.51M

Sector Composition

1 Technology 50.53%
2 Consumer Discretionary 19.65%
3 Communication Services 7.94%
4 Financials 6.6%
5 Healthcare 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$12K ﹤0.01%
423
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-126
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$11K ﹤0.01%
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$10K ﹤0.01%
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1,000
162
$9K ﹤0.01%
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$8K ﹤0.01%
125
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+16
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171
$7K ﹤0.01%
+300
172
$7K ﹤0.01%
90
173
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174
$7K ﹤0.01%
107
175
$7K ﹤0.01%
56
5 6
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8 9