HI

Hoey Investments Portfolio holdings

AUM $668M
1-Year Est. Return 32.73%
This Quarter Est. Return
1 Year Est. Return
+32.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$298M
AUM Growth
-$3.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1 +$7.27M
2 +$3.19M
3 +$2.49M
4
JPM icon
JPMorgan Chase
JPM
+$1.55M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.51M

Sector Composition

1 Technology 50.17%
2 Consumer Discretionary 21.53%
3 Financials 7.81%
4 Communication Services 3.98%
5 Healthcare 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$10.3K ﹤0.01%
226
202
$10.2K ﹤0.01%
261
-900
203
$10.2K ﹤0.01%
1,000
204
$9.79K ﹤0.01%
892
205
$9.78K ﹤0.01%
325
-500
206
$9.74K ﹤0.01%
25
207
$9.68K ﹤0.01%
488
208
$9.22K ﹤0.01%
349
209
$9.21K ﹤0.01%
138
210
$9.16K ﹤0.01%
39
211
$8.99K ﹤0.01%
350
212
$8.91K ﹤0.01%
1,000
213
$8.7K ﹤0.01%
60
214
$8.62K ﹤0.01%
200
215
$8.5K ﹤0.01%
282
216
$8.04K ﹤0.01%
101
217
$7.9K ﹤0.01%
29
218
$7.37K ﹤0.01%
32
219
$7.37K ﹤0.01%
125
220
$7.23K ﹤0.01%
835
221
$7.01K ﹤0.01%
45
222
$6.88K ﹤0.01%
56
223
$6.77K ﹤0.01%
72
224
$6.7K ﹤0.01%
125
225
$6.48K ﹤0.01%
107