HI
Hoey Investments Portfolio holdings
AUM
$668M
1-Year Est. Return
32.73%
1 Year Est. Return
+32.73%
AUM
$505M
AUM Growth
-$82.9M
(-14%)
Holding
403
Top Buys
| 1 | +$2.45M | |
| 2 | +$1.54M | |
| 3 | +$1.21M | |
| 4 |
Micron Technology
MU
|
+$805K |
| 5 |
Walmart
WMT
|
+$680K |
Top Sells
| 1 | +$8.09M | |
| 2 | +$3.09M | |
| 3 | +$1.91M | |
| 4 |
Apple
AAPL
|
+$1.87M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
401
Chipotle Mexican Grill
CMG
$56.1B
| – | – |
-837
|
|
||
402
Dominion Energy
D
$51.7B
| – | – |
-750
|
|
||
403
iShares Select Dividend ETF
DVY
$20.6B
| – | – |
-411
|
|