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
51
$90K 0.04%
16,929
52
$86K 0.03%
9,750
+1,000
53
$83K 0.03%
+1,100
54
$80K 0.03%
683
55
$76K 0.03%
+2,750
56
$67K 0.03%
7,000
57
$66K 0.03%
750
-500
58
$62K 0.03%
2,500
59
$57K 0.02%
170
60
$56K 0.02%
+375
61
$52K 0.02%
500
62
$50K 0.02%
1,469
+250
63
$49K 0.02%
400
64
$47K 0.02%
900
-3,525
65
$41K 0.02%
7,750
66
$40K 0.02%
3,207
67
$39K 0.02%
2,904
68
$36K 0.01%
1,655
69
$33K 0.01%
128
70
$33K 0.01%
325
71
$29K 0.01%
288
72
$28K 0.01%
977
73
$27K 0.01%
+1,076
74
$26K 0.01%
622
75
$26K 0.01%
100
-325
1 2
3
4 5