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
326
$936 ﹤0.01%
12
327
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22
328
$834 ﹤0.01%
5
329
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330
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600
331
$792 ﹤0.01%
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3
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334
$737 ﹤0.01%
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336
$699 ﹤0.01%
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337
$679 ﹤0.01%
3
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$671 ﹤0.01%
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342
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3
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347
$484 ﹤0.01%
4
348
$475 ﹤0.01%
3
349
$468 ﹤0.01%
6
350
$467 ﹤0.01%
3
12 13
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15 16