HI

Hoey Investments Portfolio holdings

AUM $737M
1-Year Est. Return 32.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$201M
AUM Growth
+$60.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$3.22M
2
+$3.08M
3
+$2.15M
4
NFLX icon
Netflix
NFLX
+$1.98M
5
LOW icon
Lowe's Companies
LOW
+$1.85M

Top Sells

1
+$20.2M
2
+$8.62M
3
+$1.02M
4
ZM icon
Zoom
ZM
+$597K
5
RTN
Raytheon Company
RTN
+$525K

Sector Composition

1 Technology 44.55%
2 Consumer Discretionary 26.08%
3 Healthcare 6.88%
4 Consumer Staples 5.84%
5 Financials 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.07M 0.53%
14,460
-2,449
27
$1.05M 0.52%
9,438
+6,329
28
$975K 0.48%
+8,157
29
$935K 0.46%
+2,563
30
$911K 0.45%
3,004
+2,971
31
$615K 0.31%
27,706
-1,036,942
32
$593K 0.29%
3,233
-1,399
33
$572K 0.28%
77,888
+5,675
34
$542K 0.27%
2,891
-642
35
$447K 0.22%
3,000
36
$445K 0.22%
+2,410
37
$434K 0.22%
3,000
38
$431K 0.21%
+7,000
39
$419K 0.21%
7,000
-3,197
40
$416K 0.21%
10,677
-900
41
$318K 0.16%
+4,425
42
$305K 0.15%
2,638
-222
43
$234K 0.12%
1,821
+37
44
$226K 0.11%
14,448
45
$216K 0.11%
2,936
-589
46
$196K 0.1%
+6,050
47
$194K 0.1%
+3,690
48
$123K 0.06%
1,000
49
$123K 0.06%
1,250
+900
50
$97K 0.05%
+16,929
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