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
$141M
AUM Growth
+$2.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$10.6M
3
+$10.1M
4
MSFT icon
Microsoft
MSFT
+$8.61M
5
AAPL icon
Apple
AAPL
+$8.36M

Top Sells

1
+$3.19M
2
+$2.91M
3
+$2.7M
4
LMT icon
Lockheed Martin
LMT
+$2.7M
5
DIS icon
Walt Disney
DIS
+$2.56M

Sector Composition

1 Technology 42.9%
2 Consumer Discretionary 22.33%
3 Healthcare 6.12%
4 Consumer Staples 4.75%
5 Financials 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$43K 0.03%
1,335
+710
52
$42K 0.03%
3,550
-2,900
53
$42K 0.03%
+1,200
54
$39K 0.03%
3,207
55
$39K 0.03%
+2,000
56
$38K 0.03%
800
-1,800
57
$36K 0.03%
602
+375
58
$35K 0.02%
7,750
-5,000
59
$33K 0.02%
400
60
$30K 0.02%
2,904
61
$29K 0.02%
1,219
62
$27K 0.02%
350
63
$26K 0.02%
128
-1,201
64
$23K 0.02%
400
-1,820
65
$23K 0.02%
+5,324
66
$23K 0.02%
250
-23,125
67
$22K 0.02%
1,655
+1,500
68
$20K 0.01%
622
69
$19K 0.01%
1,350
70
$19K 0.01%
270
71
$19K 0.01%
831
72
$19K 0.01%
983
73
$19K 0.01%
237
-83
74
$18K 0.01%
2,163
75
$18K 0.01%
101
-1,125
1 2
3
4 5