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
301
$1.88K ﹤0.01%
24
302
$1.87K ﹤0.01%
25
303
$1.8K ﹤0.01%
50
304
$1.8K ﹤0.01%
34
305
$1.79K ﹤0.01%
52
306
$1.57K ﹤0.01%
6
307
$1.55K ﹤0.01%
65
308
$1.54K ﹤0.01%
38
309
$1.53K ﹤0.01%
3
310
$1.42K ﹤0.01%
20
311
$1.41K ﹤0.01%
32
312
$1.32K ﹤0.01%
80
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$1.32K ﹤0.01%
3
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$1.28K ﹤0.01%
3
315
$1.22K ﹤0.01%
17
316
$1.22K ﹤0.01%
100
317
$1.21K ﹤0.01%
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$1.2K ﹤0.01%
44
319
$1.15K ﹤0.01%
40
320
$1.07K ﹤0.01%
21
321
$1.05K ﹤0.01%
55
322
$1.04K ﹤0.01%
47
323
$1K ﹤0.01%
38
324
$959 ﹤0.01%
16
325
$953 ﹤0.01%
10
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14 15