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
$353M
AUM Growth
+$54.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$7.43M
3
+$6.6M
4
AMGN icon
Amgen
AMGN
+$2.22M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.24M

Top Sells

1
+$3.57M
2
+$2.5M
3
+$2.48M
4
GS icon
Goldman Sachs
GS
+$2.43M
5
AAPL icon
Apple
AAPL
+$2.1M

Sector Composition

1 Technology 51.21%
2 Consumer Discretionary 23.56%
3 Communication Services 6.76%
4 Financials 5.19%
5 Healthcare 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$10.3K ﹤0.01%
203
-51
202
$10.2K ﹤0.01%
39
203
$10.2K ﹤0.01%
+270
204
$10.1K ﹤0.01%
932
-146
205
$9.29K ﹤0.01%
101
206
$9.12K ﹤0.01%
325
207
$8.45K ﹤0.01%
600
-292
208
$8.38K ﹤0.01%
32
209
$8.24K ﹤0.01%
1,080
210
$8.16K ﹤0.01%
85
-88
211
$8.16K ﹤0.01%
+2,000
212
$8.07K ﹤0.01%
344
+300
213
$8.04K ﹤0.01%
56
214
$7.92K ﹤0.01%
250
215
$7.8K ﹤0.01%
835
216
$7.75K ﹤0.01%
56
217
$7.38K ﹤0.01%
125
218
$7.24K ﹤0.01%
95
219
$7.22K ﹤0.01%
30
-104
220
$7.14K ﹤0.01%
500
221
$7.12K ﹤0.01%
516
-2,750
222
$7.08K ﹤0.01%
45
223
$7.04K ﹤0.01%
68
224
$6.92K ﹤0.01%
107
225
$6.72K ﹤0.01%
6,000
+3,000
7 8
9
10 11