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
$240M
AUM Growth
+$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$3.89M
2
+$3.54M
3
+$3.5M
4
WMT icon
Walmart
WMT
+$3.15M
5
MSFT icon
Microsoft
MSFT
+$2.77M

Top Sells

1
+$6.99M
2
+$4.7M
3
+$3.04M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.78M
5
ZM icon
Zoom
ZM
+$1.14M

Sector Composition

1 Technology 47.69%
2 Consumer Discretionary 27.68%
3 Consumer Staples 7.23%
4 Healthcare 5.45%
5 Financials 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$805K 0.33%
65,292
-14,959
27
$779K 0.31%
3,101
+210
28
$671K 0.27%
8,184
+4,494
29
$661K 0.27%
20,137
-18,920
30
$642K 0.26%
87,788
+9,900
31
$622K 0.25%
+2,479
32
$554K 0.22%
1,883
+1,705
33
$529K 0.21%
2,410
34
$494K 0.2%
3,000
35
$494K 0.2%
10,677
36
$418K 0.17%
3,000
37
$403K 0.16%
7,000
38
$382K 0.15%
3,284
+646
39
$362K 0.15%
7,000
40
$282K 0.11%
1,707
-1,526
41
$265K 0.11%
3,086
+150
42
$264K 0.11%
1,821
43
$224K 0.09%
+10,000
44
$165K 0.07%
1,152
+42
45
$160K 0.06%
+798
46
$146K 0.06%
4,390
-1,660
47
$114K 0.05%
1,050
48
$100K 0.04%
1,210
-125
49
$97K 0.04%
2,000
50
$97K 0.04%
1,000
1
2
3 4 5