HI

Hoey Investments Portfolio holdings

AUM $737M
1-Year Est. Return 32.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.3%
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
+$18.8M
2
+$6.76M
3
+$2.91M
4
AMZN icon
Amazon
AMZN
+$2.29M
5
NOW icon
ServiceNow
NOW
+$1.17M

Top Sells

1
+$25.8M
2
+$18.3M
3
+$11.2M
4
QCOM icon
Qualcomm
QCOM
+$7.18M
5
JPM icon
JPMorgan Chase
JPM
+$6.14M

Sector Composition

1 Technology 39.96%
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
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$16K 0.01%
517
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$16K 0.01%
1,238
154
$16K 0.01%
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171
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60
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158
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+377
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$15K 0.01%
+1,122
160
$14K 0.01%
70
161
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404
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162
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163
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271
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241
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$12K 0.01%
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169
$12K 0.01%
65
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170
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$10K ﹤0.01%
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173
$10K ﹤0.01%
226
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$10K ﹤0.01%
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175
$9K ﹤0.01%
522
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7
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