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
$286M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$3.46M
3
+$2.77M
4
AMZN icon
Amazon
AMZN
+$2.49M
5
BA icon
Boeing
BA
+$2.21M

Top Sells

1
+$7.66M
2
+$2.54M
3
+$1.5M
4
GE icon
GE Aerospace
GE
+$1.04M
5
BHP icon
BHP
BHP
+$954K

Sector Composition

1 Technology 44.25%
2 Consumer Discretionary 29.3%
3 Financials 6.34%
4 Consumer Staples 5.97%
5 Communication Services 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-6
252
– –
-600
253
– –
-15,358
254
$0 ﹤0.01%
2
255
$0 ﹤0.01%
2
256
– –
0
257
– –
0
258
– –
-525
259
– –
-22,648
7 8 9 10
11