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
$523M
AUM Growth
+$74.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
412
New
Increased
Reduced
Closed

Top Buys

1
+$7.8M
2
+$6.32M
3
+$2.84M
4
NVDA icon
NVIDIA
NVDA
+$2.81M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.66M

Top Sells

1
+$5.32M
2
+$2.16M
3
+$1.77M
4
AMD icon
Advanced Micro Devices
AMD
+$1.6M
5
SLB icon
SLB Limited
SLB
+$1.41M

Sector Composition

1 Technology 53.99%
2 Consumer Discretionary 22.09%
3 Communication Services 11.18%
4 Financials 4.87%
5 Industrials 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$9.59K ﹤0.01%
63
-62
202
$9.58K ﹤0.01%
200
-130
203
$9.57K ﹤0.01%
3,200
204
$9.44K ﹤0.01%
231
205
$9.41K ﹤0.01%
30
206
$9.27K ﹤0.01%
81
-44
207
$8.97K ﹤0.01%
125
208
$8.52K ﹤0.01%
125
209
$8.37K ﹤0.01%
516
210
$8.37K ﹤0.01%
+150
211
$8.33K ﹤0.01%
784
-71
212
$8.15K ﹤0.01%
835
213
$8.14K ﹤0.01%
56
214
$7.99K ﹤0.01%
+237
215
$7.59K ﹤0.01%
46
-65
216
$7.58K ﹤0.01%
32
217
$7.34K ﹤0.01%
107
218
$7.02K ﹤0.01%
130
+30
219
$7K ﹤0.01%
200
-150
220
$6.95K ﹤0.01%
30
221
$6.84K ﹤0.01%
50
+6
222
$6.81K ﹤0.01%
+235
223
$6.72K ﹤0.01%
83
224
$6.65K ﹤0.01%
1,000
225
$6.65K ﹤0.01%
32
7 8
9
10 11