HI

Hoey Investments Portfolio holdings

AUM $668M
1-Year Est. Return 32.73%
This Quarter Est. Return
1 Year Est. Return
+32.73%
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 +$9.34M
2 +$3.36M
3 +$2.88M
4
PYPL icon
PayPal
PYPL
+$1.56M
5
QCOM icon
Qualcomm
QCOM
+$1.35M

Top Sells

1 +$9.7M
2 +$6.28M
3 +$2.21M
4
NVDA icon
NVIDIA
NVDA
+$767K
5
CMCSA icon
Comcast
CMCSA
+$307K

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
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$0 ﹤0.01%
4
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+3
199
-10,000