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
301
$1.85K ﹤0.01%
+14
302
$1.85K ﹤0.01%
21
303
$1.71K ﹤0.01%
10
304
$1.71K ﹤0.01%
+50
305
$1.67K ﹤0.01%
+500
306
$1.55K ﹤0.01%
+7
307
$1.49K ﹤0.01%
12
308
$1.36K ﹤0.01%
20
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$1.3K ﹤0.01%
+7
310
$1.29K ﹤0.01%
44
311
$1.27K ﹤0.01%
+14
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$1.2K ﹤0.01%
10
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$1.13K ﹤0.01%
+28
314
$1.13K ﹤0.01%
16
315
$1K ﹤0.01%
37
316
$875 ﹤0.01%
85
317
$833 ﹤0.01%
41
318
$777 ﹤0.01%
10
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$765 ﹤0.01%
21
320
$754 ﹤0.01%
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321
$735 ﹤0.01%
59
322
$692 ﹤0.01%
2
-2,841
323
$673 ﹤0.01%
+7
324
$668 ﹤0.01%
22
325
$656 ﹤0.01%
100
11 12
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14 15