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
$220M
AUM Growth
-$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$4.77M
3
+$2.43M
4
AMZN icon
Amazon
AMZN
+$1.94M
5
NOW icon
ServiceNow
NOW
+$1.17M

Top Sells

1
+$20.7M
2
+$16.5M
3
+$10.4M
4
QCOM icon
Qualcomm
QCOM
+$6.79M
5
JPM icon
JPMorgan Chase
JPM
+$5.57M

Sector Composition

1 Technology 39.97%
2 Consumer Discretionary 22.3%
3 Healthcare 6.45%
4 Financials 5.8%
5 Communication Services 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$5K ﹤0.01%
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100
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$4K ﹤0.01%
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211
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$4K ﹤0.01%
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218
$4K ﹤0.01%
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221
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+30
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$4K ﹤0.01%
+100
224
$3K ﹤0.01%
20
225
$3K ﹤0.01%
+500
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