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
$139M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$15.6M
3
+$8.9M
4
JPM icon
JPMorgan Chase
JPM
+$6.26M
5
HD icon
Home Depot
HD
+$4.54M

Top Sells

No sells this quarter

Sector Composition

1 Technology 28.09%
2 Consumer Discretionary 19.63%
3 Industrials 10.44%
4 Consumer Staples 9.67%
5 Financials 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$72K 0.05%
+3,400
77
$66K 0.05%
+3,650
78
$60K 0.04%
+1,111
79
$58K 0.04%
+3,207
80
$53K 0.04%
+400
81
$52K 0.04%
+250
82
$51K 0.04%
+476
83
$50K 0.04%
+5,353
84
$50K 0.04%
+156
85
$49K 0.03%
+250
86
$40K 0.03%
+320
87
$37K 0.03%
+2,904
88
$36K 0.03%
+1,219
89
$36K 0.03%
+175
90
$32K 0.02%
+200
91
$31K 0.02%
+350
92
$31K 0.02%
+550
93
$30K 0.02%
+977
94
$28K 0.02%
+1,116
95
$28K 0.02%
+831
96
$27K 0.02%
+938
97
$27K 0.02%
+822
98
$27K 0.02%
+900
99
$27K 0.02%
+622
100
$26K 0.02%
+270
2 3
4
5 6