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
$588M
AUM Growth
+$64.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$9.15M
3
+$8.29M
4
META icon
Meta Platforms (Facebook)
META
+$7.36M
5
AMZN icon
Amazon
AMZN
+$4.7M

Top Sells

1
+$10.3M
2
+$8.15M
3
+$3.88M
4
AMD icon
Advanced Micro Devices
AMD
+$2.92M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.48M

Sector Composition

1 Technology 50.99%
2 Consumer Discretionary 22.93%
3 Communication Services 12.3%
4 Financials 6.69%
5 Industrials 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$11.1K ﹤0.01%
5,228
-1,827
202
$10.7K ﹤0.01%
52
+15
203
$10.5K ﹤0.01%
448
204
$10.4K ﹤0.01%
+15
205
$10.4K ﹤0.01%
56
206
$10.3K ﹤0.01%
+100
207
$10.2K ﹤0.01%
300
208
$10.1K ﹤0.01%
516
209
$9.96K ﹤0.01%
30
210
$9.23K ﹤0.01%
741
-43
211
$8.76K ﹤0.01%
231
212
$8.48K ﹤0.01%
35
-25
213
$8.47K ﹤0.01%
56
214
$8.18K ﹤0.01%
835
215
$8.11K ﹤0.01%
200
216
$8.09K ﹤0.01%
83
217
$7.67K ﹤0.01%
32
218
$7.48K ﹤0.01%
300
219
$7.44K ﹤0.01%
1,000
220
$6.99K ﹤0.01%
107
221
$6.77K ﹤0.01%
134
222
$6.56K ﹤0.01%
44
-6
223
$6.53K ﹤0.01%
200
224
$6.49K ﹤0.01%
3,625
+1,231
225
$6.34K ﹤0.01%
+5
7 8
9
10 11