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
$201M
AUM Growth
+$60.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$3.68M
2
+$3.05M
3
+$2.44M
4
LOW icon
Lowe's Companies
LOW
+$2.19M
5
NFLX icon
Netflix
NFLX
+$2.11M

Top Sells

1
+$23M
2
+$11.2M
3
+$1.06M
4
ZM icon
Zoom
ZM
+$840K
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
51
$97K 0.05%
425
-25
52
$96K 0.05%
1,050
53
$94K 0.05%
+6,000
54
$85K 0.04%
700
55
$84K 0.04%
500
56
$80K 0.04%
1,110
-90
57
$72K 0.04%
+1,400
58
$71K 0.03%
683
59
$71K 0.03%
8,750
60
$69K 0.03%
705
+700
61
$67K 0.03%
7,000
62
$66K 0.03%
1,070
63
$65K 0.03%
2,000
64
$64K 0.03%
1,335
65
$53K 0.03%
+2,500
66
$52K 0.03%
170
-1
67
$46K 0.02%
+500
68
$43K 0.02%
3,207
69
$42K 0.02%
400
70
$41K 0.02%
800
71
$40K 0.02%
7,750
72
$40K 0.02%
900
+500
73
$38K 0.02%
+178
74
$38K 0.02%
1,219
75
$36K 0.02%
2,904
1 2
3
4 5