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
$220M
AUM Growth
-$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$4.77M
3
+$2.43M
4
AMZN icon
Amazon
AMZN
+$1.94M
5
NOW icon
ServiceNow
NOW
+$1.17M

Top Sells

1
+$20.7M
2
+$16.5M
3
+$10.4M
4
QCOM icon
Qualcomm
QCOM
+$6.79M
5
JPM icon
JPMorgan Chase
JPM
+$5.57M

Sector Composition

1 Technology 39.97%
2 Consumer Discretionary 22.3%
3 Healthcare 6.45%
4 Financials 5.8%
5 Communication Services 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$17K 0.01%
134
152
$16K 0.01%
517
153
$16K 0.01%
1,238
154
$16K 0.01%
200
155
$16K 0.01%
171
156
$15K 0.01%
60
157
$15K 0.01%
1,211
158
$15K 0.01%
+377
159
$15K 0.01%
+1,122
160
$14K 0.01%
+50
161
$14K 0.01%
271
162
$14K 0.01%
70
163
$14K 0.01%
404
-77
164
$13K 0.01%
+492
165
$13K 0.01%
213
166
$13K 0.01%
241
+200
167
$13K 0.01%
500
168
$12K 0.01%
65
+1
169
$12K 0.01%
254
170
$11K ﹤0.01%
311
171
$11K ﹤0.01%
856
172
$10K ﹤0.01%
226
173
$10K ﹤0.01%
+30
174
$10K ﹤0.01%
1,000
175
$9K ﹤0.01%
522
-17,565
5 6
7
8 9