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
$358M
AUM Growth
-$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$7.96M
3
+$5.99M
4
AAPL icon
Apple
AAPL
+$4.26M
5
AMZN icon
Amazon
AMZN
+$3.43M

Top Sells

1
+$11M
2
+$9.67M
3
+$8.43M
4
TGT icon
Target
TGT
+$5.62M
5
BKNG icon
Booking.com
BKNG
+$5.62M

Sector Composition

1 Technology 50.29%
2 Consumer Discretionary 19.65%
3 Communication Services 7.94%
4 Financials 6.84%
5 Healthcare 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$4K ﹤0.01%
35
202
$3K ﹤0.01%
+10
203
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100
+50
204
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70
205
$3K ﹤0.01%
200
-4,150
206
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+150
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41
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+45
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30
211
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48
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+75
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11
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$1K ﹤0.01%
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263
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4
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40
+30
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$1K ﹤0.01%
20
223
$1K ﹤0.01%
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$1K ﹤0.01%
10
225
$1K ﹤0.01%
8
7 8
9
10 11