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
$302M
AUM Growth
+$49.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$7.29M
2
+$3.94M
3
+$2.98M
4
UBER icon
Uber
UBER
+$2.97M
5
PANW icon
Palo Alto Networks
PANW
+$1.8M

Top Sells

1
+$3.38M
2
+$3.31M
3
+$1.82M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.19M
5
BDJ icon
BlackRock Enhanced Equity Dividend Trust
BDJ
+$1.14M

Sector Composition

1 Technology 49.28%
2 Consumer Discretionary 22.08%
3 Financials 7.7%
4 Healthcare 4.16%
5 Industrials 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$16.2K 0.01%
150
177
$15.5K 0.01%
185
178
$15.2K ﹤0.01%
700
179
$15K ﹤0.01%
375
-1,000
180
$14.9K ﹤0.01%
688
181
$14.9K ﹤0.01%
120
182
$14.7K ﹤0.01%
500
183
$14.3K ﹤0.01%
534
184
$14.1K ﹤0.01%
125
185
$14K ﹤0.01%
+150
186
$14K ﹤0.01%
244
187
$13.6K ﹤0.01%
271
188
$13.5K ﹤0.01%
+150
189
$12.8K ﹤0.01%
30
190
$12.8K ﹤0.01%
361
-584
191
$12.7K ﹤0.01%
213
192
$12.6K ﹤0.01%
+350
193
$12.5K ﹤0.01%
254
194
$11.8K ﹤0.01%
1,000
195
$11.7K ﹤0.01%
100
-400
196
$11.3K ﹤0.01%
311
197
$11.1K ﹤0.01%
1,114
-65
198
$10.9K ﹤0.01%
50
+1
199
$10.8K ﹤0.01%
488
-3,100
200
$10.7K ﹤0.01%
350
6 7
8
9 10