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
$505M
AUM Growth
-$82.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$1.54M
3
+$1.21M
4
MU icon
Micron Technology
MU
+$805K
5
WMT icon
Walmart
WMT
+$680K

Top Sells

1
+$8.09M
2
+$3.09M
3
+$1.91M
4
AAPL icon
Apple
AAPL
+$1.87M
5
GE icon
GE Aerospace
GE
+$1.66M

Sector Composition

1 Technology 47.42%
2 Consumer Discretionary 22.98%
3 Communication Services 14.28%
4 Financials 7.23%
5 Industrials 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$399K 0.08%
1,926
-205
52
$381K 0.07%
+3,000
53
$377K 0.07%
1,143
-1,050
54
$376K 0.07%
398
-355
55
$373K 0.07%
5,095
+3,025
56
$371K 0.07%
1,310
-34
57
$364K 0.07%
2,177
-135
58
$340K 0.07%
7,223
-1,288
59
$334K 0.07%
1,068
60
$329K 0.06%
600
61
$322K 0.06%
+70
62
$306K 0.06%
2,574
-224
63
$298K 0.06%
5,000
+200
64
$295K 0.06%
16,124
+3,000
65
$275K 0.05%
1,658
-100
66
$264K 0.05%
6,032
-1,700
67
$259K 0.05%
708
+99
68
$258K 0.05%
+460
69
$240K 0.05%
9,481
+53
70
$238K 0.05%
5,095
+500
71
$237K 0.05%
+8,235
72
$223K 0.04%
2,390
-15,000
73
$197K 0.04%
384
+381
74
$197K 0.04%
850
-150
75
$196K 0.04%
1,268
-412
1 2
3
4 5