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

Top Buys

1
+$9.66M
2
+$8.51M
3
+$7.38M
4
AVGO icon
Broadcom
AVGO
+$7.3M
5
AMZN icon
Amazon
AMZN
+$4.38M

Top Sells

1
+$10.7M
2
+$7.92M
3
+$3.92M
4
AMD icon
Advanced Micro Devices
AMD
+$3.48M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.29M

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
176
$18.3K ﹤0.01%
72
177
$17.3K ﹤0.01%
400
178
$17.2K ﹤0.01%
100
-27
179
$17.2K ﹤0.01%
9,847
180
$17.1K ﹤0.01%
190
181
$17.1K ﹤0.01%
30
182
$17K ﹤0.01%
300
183
$16.8K ﹤0.01%
239
-336
184
$16.5K ﹤0.01%
128
-15
185
$16.1K ﹤0.01%
568
186
$14.8K ﹤0.01%
183
187
$14.7K ﹤0.01%
51
-24
188
$14K ﹤0.01%
333
-1,500
189
$14K ﹤0.01%
+500
190
$13.9K ﹤0.01%
244
191
$13.8K ﹤0.01%
500
192
$13.5K ﹤0.01%
480
-977
193
$13.5K ﹤0.01%
+250
194
$13.2K ﹤0.01%
350
+100
195
$12.7K ﹤0.01%
20
-1
196
$12.7K ﹤0.01%
364
197
$12.6K ﹤0.01%
39
198
$12.3K ﹤0.01%
29
-390
199
$12K ﹤0.01%
+530
200
$11.6K ﹤0.01%
101
6 7
8
9 10