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HI

Hoey Investments Portfolio holdings

AUM $678M
1-Year Est. Return 35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$323M
AUM Growth
-$4.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$1.81M
3
+$1.39M
4
AAPL icon
Apple
AAPL
+$1.39M
5
XYZ
Block Inc
XYZ
+$755K

Top Sells

1
+$1.53M
2
+$1.36M
3
+$1.16M
4
KSS icon
Kohl's
KSS
+$1.07M
5
QCOM icon
Qualcomm
QCOM
+$993K

Sector Composition

1 Technology 40.18%
2 Consumer Discretionary 24.02%
3 Financials 9.17%
4 Healthcare 6.71%
5 Communication Services 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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227
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229
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230
$0 ﹤0.01%
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231
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$0 ﹤0.01%
4
235
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240
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241
$0 ﹤0.01%
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242
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243
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$0 ﹤0.01%
4
247
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249
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250
– –
-27
7 8 9
10
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