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
$588M
AUM Growth
+$64.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$9.15M
3
+$8.29M
4
META icon
Meta Platforms (Facebook)
META
+$7.36M
5
AMZN icon
Amazon
AMZN
+$4.7M

Top Sells

1
+$10.3M
2
+$8.15M
3
+$3.88M
4
AMD icon
Advanced Micro Devices
AMD
+$2.92M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.48M

Sector Composition

1 Technology 50.99%
2 Consumer Discretionary 22.93%
3 Communication Services 12.3%
4 Financials 6.69%
5 Industrials 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$32.5K 0.01%
194
+148
152
$31.7K 0.01%
280
-20
153
$29.1K ﹤0.01%
544
154
$28.5K ﹤0.01%
575
155
$28.1K ﹤0.01%
+520
156
$27.7K ﹤0.01%
+105
157
$27.6K ﹤0.01%
572
158
$27.3K ﹤0.01%
398
-3,640
159
$26.9K ﹤0.01%
600
-200
160
$26.5K ﹤0.01%
960
161
$26.4K ﹤0.01%
+1,640
162
$24.4K ﹤0.01%
622
163
$23.5K ﹤0.01%
750
-58
164
$23.3K ﹤0.01%
177
+10
165
$22.8K ﹤0.01%
200
166
$21.8K ﹤0.01%
303
-315
167
$21.7K ﹤0.01%
+272
168
$21.4K ﹤0.01%
+58
169
$21.3K ﹤0.01%
1,000
170
$21.2K ﹤0.01%
3,053
171
$20.9K ﹤0.01%
905
-445
172
$20.1K ﹤0.01%
1,000
-248
173
$18.8K ﹤0.01%
100
174
$18.5K ﹤0.01%
250
-333
175
$18.4K ﹤0.01%
688
5 6
7
8 9