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
251
$4.18K ﹤0.01%
32
252
$4.09K ﹤0.01%
300
253
$4.07K ﹤0.01%
60
254
$4.05K ﹤0.01%
39
255
$3.97K ﹤0.01%
26
256
$3.93K ﹤0.01%
65
257
$3.93K ﹤0.01%
100
258
$3.9K ﹤0.01%
95
259
$3.71K ﹤0.01%
2
260
$3.67K ﹤0.01%
50
261
$3.61K ﹤0.01%
100
-50
262
$3.59K ﹤0.01%
20
263
$3.52K ﹤0.01%
46
264
$3.51K ﹤0.01%
+50
265
$3.5K ﹤0.01%
96
-20
266
$3.4K ﹤0.01%
+100
267
$3.35K ﹤0.01%
110
268
$3.31K ﹤0.01%
20
269
$3.26K ﹤0.01%
4,958
+3,000
270
$3.19K ﹤0.01%
96
271
$3.17K ﹤0.01%
50
272
$3.1K ﹤0.01%
52
273
$3.09K ﹤0.01%
200
274
$3.05K ﹤0.01%
39
275
$3.04K ﹤0.01%
7
9 10
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12 13