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
351
$449 ﹤0.01%
11
352
$444 ﹤0.01%
144
353
$412 ﹤0.01%
63
354
$407 ﹤0.01%
2
355
$391 ﹤0.01%
11
356
$373 ﹤0.01%
42
357
$373 ﹤0.01%
10
358
$371 ﹤0.01%
40
359
$354 ﹤0.01%
20
360
$335 ﹤0.01%
1,000
+975
361
$321 ﹤0.01%
28
362
$289 ﹤0.01%
209
363
$275 ﹤0.01%
30
364
$271 ﹤0.01%
33
365
$265 ﹤0.01%
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366
$215 ﹤0.01%
4
367
$179 ﹤0.01%
24
368
$158 ﹤0.01%
13
369
$156 ﹤0.01%
2
370
$138 ﹤0.01%
2
371
$124 ﹤0.01%
2
372
$115 ﹤0.01%
17
373
$105 ﹤0.01%
1
374
$74 ﹤0.01%
1
375
$54 ﹤0.01%
1
12 13 14
15
16