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
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$327

Top Sells

1
+$63.1M
2
+$1.43M
3
+$3.3K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$37
5
XTIA icon
XTI Aerospace
XTIA
+$1

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
226
$6.27K ﹤0.01%
300
227
$6.27K ﹤0.01%
115
228
$6.16K ﹤0.01%
45
229
$6.13K ﹤0.01%
504
230
$6.09K ﹤0.01%
13
231
$6.08K ﹤0.01%
134
232
$5.89K ﹤0.01%
308
233
$5.71K ﹤0.01%
100
234
$5.62K ﹤0.01%
300
235
$5.6K ﹤0.01%
70
236
$5.51K ﹤0.01%
37
237
$5.48K ﹤0.01%
24
238
$5.47K ﹤0.01%
88
239
$5.34K ﹤0.01%
26
240
$5.32K ﹤0.01%
109
241
$5.24K ﹤0.01%
125
242
$5.23K ﹤0.01%
120
243
$5.09K ﹤0.01%
25
244
$4.96K ﹤0.01%
67
245
$4.93K ﹤0.01%
100
246
$4.85K ﹤0.01%
110
247
$4.71K ﹤0.01%
39
248
$4.6K ﹤0.01%
92
249
$4.55K ﹤0.01%
2,394
250
$4.52K ﹤0.01%
69
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