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
$220M
AUM Growth
-$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$6.76M
3
+$2.91M
4
AMZN icon
Amazon
AMZN
+$2.29M
5
NOW icon
ServiceNow
NOW
+$1.17M

Top Sells

1
+$25.8M
2
+$18.3M
3
+$11.2M
4
QCOM icon
Qualcomm
QCOM
+$7.18M
5
JPM icon
JPMorgan Chase
JPM
+$6.14M

Sector Composition

1 Technology 39.96%
2 Consumer Discretionary 22.3%
3 Healthcare 6.45%
4 Financials 5.8%
5 Communication Services 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$9K ﹤0.01%
349
177
$9K ﹤0.01%
282
178
$9K ﹤0.01%
550
+127
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$9K ﹤0.01%
138
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$9K ﹤0.01%
250
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1,000
182
$8K ﹤0.01%
95
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+200
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$8K ﹤0.01%
45
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$7K ﹤0.01%
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$7K ﹤0.01%
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50
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$6K ﹤0.01%
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$6K ﹤0.01%
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$5K ﹤0.01%
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$5K ﹤0.01%
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90
200
$5K ﹤0.01%
83
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