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

Top Buys

1
+$13.8M
2
+$8.06M
3
+$6.52M
4
AAPL icon
Apple
AAPL
+$4.42M
5
AMZN icon
Amazon
AMZN
+$3.62M

Top Sells

1
+$10.2M
2
+$9.56M
3
+$7.41M
4
BKNG icon
Booking.com
BKNG
+$5.64M
5
TGT icon
Target
TGT
+$5.51M

Sector Composition

1 Technology 50.53%
2 Consumer Discretionary 19.65%
3 Communication Services 7.94%
4 Financials 6.6%
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%
100
+50
203
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70
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+10
205
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200
-4,150
206
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+150
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41
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30
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11
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4
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40
+30
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$1K ﹤0.01%
20
223
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$1K ﹤0.01%
10
225
$1K ﹤0.01%
8
7 8
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10 11