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
$353M
AUM Growth
+$54.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$7.43M
3
+$6.6M
4
AMGN icon
Amgen
AMGN
+$2.22M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.24M

Top Sells

1
+$3.57M
2
+$2.5M
3
+$2.48M
4
GS icon
Goldman Sachs
GS
+$2.43M
5
AAPL icon
Apple
AAPL
+$2.1M

Sector Composition

1 Technology 51.21%
2 Consumer Discretionary 23.56%
3 Communication Services 6.76%
4 Financials 5.19%
5 Healthcare 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$26.1K 0.01%
1,000
152
$24.5K 0.01%
1,000
153
$24.4K 0.01%
130
-100
154
$23.2K 0.01%
+147
155
$23.2K 0.01%
190
156
$22.6K 0.01%
525
157
$22.4K 0.01%
58
-7,293
158
$22.1K 0.01%
520
+145
159
$21.9K 0.01%
900
+200
160
$21.3K 0.01%
50
161
$21.1K 0.01%
1,000
162
$20.7K 0.01%
125
163
$20.7K 0.01%
500
164
$20.6K 0.01%
350
165
$20.5K 0.01%
154
-64
166
$19.9K 0.01%
+2,000
167
$19.8K 0.01%
750
168
$19.5K 0.01%
3,053
169
$19.1K 0.01%
568
-1,200
170
$19.1K 0.01%
688
171
$18.4K 0.01%
81
172
$18.4K 0.01%
+261
173
$17K ﹤0.01%
500
-500
174
$16.9K ﹤0.01%
1,000
175
$16.7K ﹤0.01%
210
+60
5 6
7
8 9