HI

Hoey Investments Portfolio holdings

AUM $668M
1-Year Est. Return 32.73%
This Quarter Est. Return
1 Year Est. Return
+32.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$523M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$327

Top Sells

1
+$63.1M
2
+$1.43M
3
+$3.3K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$37
5
XTIA icon
XTI Aerospace
XTIA
+$1

Sector Composition

1 Technology 53.99%
2 Consumer Discretionary 22.09%
3 Communication Services 11.18%
4 Financials 4.87%
5 Industrials 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$496K 0.09%
3,089
52
$485K 0.09%
1,624
53
$477K 0.09%
2,000
54
$447K 0.08%
3,880
55
$442K 0.08%
16,631
56
$441K 0.08%
2,760
57
$412K 0.08%
7,772
58
$405K 0.08%
4,940
59
$403K 0.08%
4,038
60
$394K 0.07%
724
61
$377K 0.07%
443
62
$327K 0.06%
1,308
63
$320K 0.06%
1,608
64
$314K 0.06%
840
65
$308K 0.06%
5,087
66
$301K 0.06%
333
67
$300K 0.06%
902
68
$298K 0.06%
1,820
69
$297K 0.06%
2,033
70
$288K 0.05%
10,280
71
$277K 0.05%
70
72
$276K 0.05%
10,887
73
$274K 0.05%
9,083
74
$272K 0.05%
1,068
75
$233K 0.04%
8,550
1 2
3
4 5