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

Top Buys

1
+$15.3M
2
+$13.6M
3
+$8.29M
4
JPM icon
JPMorgan Chase
JPM
+$5.76M
5
HD icon
Home Depot
HD
+$4.71M

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
51
$278K 0.2%
+1,226
52
$272K 0.2%
+14,424
53
$230K 0.17%
+1,000
54
$214K 0.15%
+1,006
55
$202K 0.15%
+3,107
56
$187K 0.13%
+5,340
57
$172K 0.12%
+960
58
$165K 0.12%
+2,690
59
$153K 0.11%
+2,600
60
$148K 0.11%
+2,220
61
$147K 0.11%
+14,136
62
$141K 0.1%
+5,492
63
$138K 0.1%
+1,592
64
$117K 0.08%
+551
65
$114K 0.08%
+350
66
$108K 0.08%
+525
67
$101K 0.07%
+1,870
68
$98K 0.07%
+333
69
$92K 0.07%
+1,050
70
$88K 0.06%
+6,450
71
$84K 0.06%
+1,570
72
$79K 0.06%
+8,494
73
$75K 0.05%
+12,750
74
$75K 0.05%
+700
75
$74K 0.05%
+500
1 2
3
4 5