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
$505M
AUM Growth
-$82.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$1.54M
3
+$1.21M
4
MU icon
Micron Technology
MU
+$805K
5
WMT icon
Walmart
WMT
+$680K

Top Sells

1
+$8.09M
2
+$3.09M
3
+$1.91M
4
AAPL icon
Apple
AAPL
+$1.87M
5
GE icon
GE Aerospace
GE
+$1.66M

Sector Composition

1 Technology 47.42%
2 Consumer Discretionary 22.98%
3 Communication Services 14.28%
4 Financials 7.23%
5 Industrials 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6.66K ﹤0.01%
+2,000
227
$6.49K ﹤0.01%
4,805
-423
228
$6.3K ﹤0.01%
13
229
$6.02K ﹤0.01%
+32
230
$5.96K ﹤0.01%
134
231
$5.86K ﹤0.01%
300
232
$5.74K ﹤0.01%
100
233
$5.7K ﹤0.01%
4,040
+415
234
$5.66K ﹤0.01%
106
235
$5.54K ﹤0.01%
200
236
$5.49K ﹤0.01%
630
-111
237
$5.38K ﹤0.01%
92
238
$5.29K ﹤0.01%
+1,000
239
$5.12K ﹤0.01%
26
240
$5.07K ﹤0.01%
147
241
$4.99K ﹤0.01%
140
-1,500
242
$4.9K ﹤0.01%
89
243
$4.89K ﹤0.01%
21
244
$4.84K ﹤0.01%
24
245
$4.75K ﹤0.01%
46
246
$4.72K ﹤0.01%
68
-500
247
$4.45K ﹤0.01%
30
248
$4.34K ﹤0.01%
+120
249
$4.26K ﹤0.01%
57
250
$4.25K ﹤0.01%
125
8 9
10
11 12