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
$302M
AUM Growth
+$49.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$7.29M
2
+$3.94M
3
+$2.98M
4
UBER icon
Uber
UBER
+$2.97M
5
PANW icon
Palo Alto Networks
PANW
+$1.8M

Top Sells

1
+$3.38M
2
+$3.31M
3
+$1.82M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.19M
5
BDJ icon
BlackRock Enhanced Equity Dividend Trust
BDJ
+$1.14M

Sector Composition

1 Technology 49.28%
2 Consumer Discretionary 22.08%
3 Financials 7.7%
4 Healthcare 4.16%
5 Industrials 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$10.4K ﹤0.01%
150
202
$10.2K ﹤0.01%
226
203
$10.1K ﹤0.01%
892
204
$9.75K ﹤0.01%
25
205
$9.7K ﹤0.01%
138
206
$9.6K ﹤0.01%
1,000
207
$9.51K ﹤0.01%
39
208
$9.42K ﹤0.01%
349
209
$9.3K ﹤0.01%
100
-625
210
$9.13K ﹤0.01%
+60
211
$9.01K ﹤0.01%
561
212
$8.72K ﹤0.01%
282
213
$8.51K ﹤0.01%
101
+10
214
$8.42K ﹤0.01%
200
215
$8.21K ﹤0.01%
29
-35
216
$8.18K ﹤0.01%
125
-51
217
$8.07K ﹤0.01%
45
218
$8.01K ﹤0.01%
+32
219
$7.97K ﹤0.01%
835
220
$7.69K ﹤0.01%
+500
221
$7.33K ﹤0.01%
15
222
$7.32K ﹤0.01%
56
223
$7.05K ﹤0.01%
125
224
$7.05K ﹤0.01%
72
225
$7.01K ﹤0.01%
95
7 8
9
10 11