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
$139M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$15.6M
3
+$8.9M
4
JPM icon
JPMorgan Chase
JPM
+$6.26M
5
HD icon
Home Depot
HD
+$4.54M

Top Sells

No sells this quarter

Sector Composition

1 Technology 28.09%
2 Consumer Discretionary 19.63%
3 Industrials 10.44%
4 Consumer Staples 9.67%
5 Financials 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.82M 1.29%
+32,847
27
$1.8M 1.28%
+9,571
28
$1.78M 1.26%
+9,835
29
$1.67M 1.18%
+12,598
30
$1.65M 1.17%
+19,031
31
$1.55M 1.1%
+32,281
32
$1.53M 1.09%
+25,308
33
$1.25M 0.89%
+9,170
34
$1.25M 0.89%
+13,177
35
$1.07M 0.76%
+23,703
36
$923K 0.66%
+4,200
37
$893K 0.63%
+8,012
38
$840K 0.6%
+10,509
39
$823K 0.58%
+2,799
40
$779K 0.55%
+14,005
41
$727K 0.52%
+4,926
42
$637K 0.45%
+3,599
43
$616K 0.44%
+10,290
44
$600K 0.43%
+60,503
45
$512K 0.36%
+3,000
46
$468K 0.33%
+2,880
47
$466K 0.33%
+3,196
48
$443K 0.31%
+2,558
49
$417K 0.3%
+7,067
50
$320K 0.23%
+1,329
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