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
$302M
AUM Growth
+$49.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1 +$7.29M
2 +$3.94M
3 +$2.98M
4
UBER icon
Uber
UBER
+$2.97M
5
PANW icon
Palo Alto Networks
PANW
+$1.8M

Top Sells

1 +$3.38M
2 +$3.31M
3 +$1.82M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.19M
5
BDJ icon
BlackRock Enhanced Equity Dividend Trust
BDJ
+$1.14M

Sector Composition

1 Technology 49.28%
2 Consumer Discretionary 22.08%
3 Financials 7.7%
4 Healthcare 4.16%
5 Industrials 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$27.4K 0.01%
800
152
$26.9K 0.01%
134
153
$26.4K 0.01%
800
154
$25.1K 0.01%
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$24.7K 0.01%
939
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$24.5K 0.01%
200
-125
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$23.8K 0.01%
106
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$23.3K 0.01%
+200
159
$23.3K 0.01%
164
160
$22.6K 0.01%
825
161
$22.5K 0.01%
190
+125
162
$22.3K 0.01%
312
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163
$22.3K 0.01%
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164
$21.3K 0.01%
500
165
$21.1K 0.01%
120
166
$20.9K 0.01%
1,000
167
$20.5K 0.01%
+100
168
$20.3K 0.01%
578
169
$19.8K 0.01%
750
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$19.8K 0.01%
3,053
171
$19.5K 0.01%
94
172
$19.1K 0.01%
200
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173
$18.9K 0.01%
40
174
$17.1K 0.01%
173
175
$16.8K 0.01%
111