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HI

Hoey Investments Portfolio holdings

AUM $678M
1-Year Est. Return 35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$273M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$9.15M
2
+$3.25M
3
+$2.61M
4
PYPL icon
PayPal
PYPL
+$1.38M
5
QCOM icon
Qualcomm
QCOM
+$1.24M

Top Sells

1
+$8.03M
2
+$5.37M
3
+$2.07M
4
NVDA icon
NVIDIA
NVDA
+$786K
5
CMCSA icon
Comcast
CMCSA
+$280K

Sector Composition

1 Technology 48.72%
2 Consumer Discretionary 29.13%
3 Consumer Staples 6.92%
4 Healthcare 5.18%
5 Financials 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1K ﹤0.01%
+70
177
– –
-2,750
178
– –
-25
179
$0 ﹤0.01%
4
180
– –
-1,490
181
$0 ﹤0.01%
2
182
$0 ﹤0.01%
5
+3
183
$0 ﹤0.01%
9
184
– –
-10,000
185
– –
-250
186
$0 ﹤0.01%
2
187
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188
$0 ﹤0.01%
+1
189
$0 ﹤0.01%
6
190
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-460
191
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192
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-235
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194
$0 ﹤0.01%
2
195
$0 ﹤0.01%
2
196
– –
-1,375
197
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0
198
– –
0
199
$0 ﹤0.01%
+3
4 5 6 7
8