HI
Hoey Investments Portfolio holdings
AUM
$668M
1-Year Return
32.73%
This Quarter Return
+14.41%
1 Year Return
+32.73%
3 Year Return
+244.92%
5 Year Return
+346.39%
10 Year Return
–
AUM
$327M
AUM Growth
+$40.4M
(+14%)
Cap. Flow
+$1.95M
Cap. Flow
% of AUM
0.6%
Top 10 Holdings %
Top 10 Hldgs %
66.9%
Holding
266
New
26
Increased
49
Reduced
52
Closed
36
Top Buys
| 1 |
Moderna
MRNA
|
$2.98M |
| 2 |
Meta Platforms (Facebook)
META
|
$2.91M |
| 3 |
Kohl's
KSS
|
$2.63M |
| 4 |
Goldman Sachs
GS
|
$2.63M |
| 5 |
BHP
BHP
|
$2.45M |
Top Sells
| 1 |
Amazon
AMZN
|
$14.8M |
| 2 |
Microsoft
MSFT
|
$8.2M |
| 3 |
Apple
AAPL
|
$7.46M |
| 4 |
NVIDIA
NVDA
|
$6.65M |
| 5 |
XYZ
Block, Inc.
XYZ
|
$4.6M |
Sector Composition
| 1 | Technology | 38.51% |
| 2 | Consumer Discretionary | 23.93% |
| 3 | Financials | 8.99% |
| 4 | Consumer Staples | 6.73% |
| 5 | Communication Services | 6.7% |
