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
276
$3.01K ﹤0.01%
222
277
$2.94K ﹤0.01%
52
278
$2.85K ﹤0.01%
129
+86
279
$2.83K ﹤0.01%
100
280
$2.81K ﹤0.01%
6
281
$2.81K ﹤0.01%
51
282
$2.81K ﹤0.01%
83
283
$2.72K ﹤0.01%
50
284
$2.63K ﹤0.01%
1,875
285
$2.61K ﹤0.01%
40
286
$2.59K ﹤0.01%
160
287
$2.55K ﹤0.01%
15
288
$2.52K ﹤0.01%
80
289
$2.5K ﹤0.01%
34
290
$2.43K ﹤0.01%
+14
291
$2.42K ﹤0.01%
171
292
$2.36K ﹤0.01%
31
293
$2.18K ﹤0.01%
151
294
$2.11K ﹤0.01%
73
295
$2.1K ﹤0.01%
28
296
$2.06K ﹤0.01%
135
297
$2K ﹤0.01%
134
-9
298
$1.97K ﹤0.01%
100
299
$1.9K ﹤0.01%
32
300
$1.85K ﹤0.01%
48
10 11
12
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