HI
Hoey Investments Portfolio holdings
AUM
$668M
1-Year Return
32.73%
This Quarter Return
+2.02%
1 Year Return
+32.73%
3 Year Return
+244.92%
5 Year Return
+346.39%
10 Year Return
–
AUM
$230M
AUM Growth
-$11.2M
(-4.7%)
Cap. Flow
-$8.89M
Cap. Flow
% of AUM
-3.87%
Top 10 Holdings %
Top 10 Hldgs %
64.32%
Holding
324
New
21
Increased
40
Reduced
107
Closed
29
Top Buys
Top Sells
| 1 |
Amazon
AMZN
|
$4.92M |
| 2 |
Procter & Gamble
PG
|
$2.53M |
| 3 |
Bank of America
BAC
|
$1.29M |
| 4 |
Johnson & Johnson
JNJ
|
$1.25M |
| 5 |
Microsoft
MSFT
|
$1.23M |
Sector Composition
| 1 | Technology | 37.23% |
| 2 | Consumer Discretionary | 17.27% |
| 3 | Financials | 8.96% |
| 4 | Healthcare | 7.85% |
| 5 | Energy | 5.37% |
