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
276
$2.99K ﹤0.01%
28
277
$2.95K ﹤0.01%
222
278
$2.92K ﹤0.01%
1,758
279
$2.87K ﹤0.01%
39
280
$2.87K ﹤0.01%
34
281
$2.86K ﹤0.01%
52
282
$2.85K ﹤0.01%
32
283
$2.81K ﹤0.01%
26
284
$2.78K ﹤0.01%
21
285
$2.77K ﹤0.01%
20
286
$2.63K ﹤0.01%
1,875
287
$2.62K ﹤0.01%
100
288
$2.55K ﹤0.01%
3,000
289
$2.54K ﹤0.01%
73
290
$2.53K ﹤0.01%
25
291
$2.39K ﹤0.01%
171
292
$2.32K ﹤0.01%
40
293
$2.31K ﹤0.01%
15
294
$2.25K ﹤0.01%
32
295
$2.16K ﹤0.01%
151
296
$2.13K ﹤0.01%
106
297
$2.12K ﹤0.01%
48
298
$1.99K ﹤0.01%
33
299
$1.92K ﹤0.01%
55
300
$1.9K ﹤0.01%
80
10 11
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