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
$141M
AUM Growth
+$2.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$10.6M
3
+$10.1M
4
MSFT icon
Microsoft
MSFT
+$8.61M
5
AAPL icon
Apple
AAPL
+$8.36M

Top Sells

1
+$3.19M
2
+$2.91M
3
+$2.7M
4
LMT icon
Lockheed Martin
LMT
+$2.7M
5
DIS icon
Walt Disney
DIS
+$2.56M

Sector Composition

1 Technology 42.9%
2 Consumer Discretionary 22.33%
3 Healthcare 6.12%
4 Consumer Staples 4.75%
5 Financials 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$18K 0.01%
1,490
77
$18K 0.01%
822
78
$18K 0.01%
1,116
79
$18K 0.01%
600
80
$18K 0.01%
450
81
$18K 0.01%
460
82
$17K 0.01%
1,347
83
$17K 0.01%
100
84
$17K 0.01%
996
85
$17K 0.01%
400
86
$17K 0.01%
1,032
87
$17K 0.01%
977
88
$16K 0.01%
+200
89
$16K 0.01%
1,211
90
$15K 0.01%
166
91
$15K 0.01%
900
92
$14K 0.01%
100
-860
93
$13K 0.01%
2,775
94
$12K 0.01%
1,238
95
$11K 0.01%
856
96
$11K 0.01%
+205
97
$10K 0.01%
+322
98
$10K 0.01%
+460
99
$9K 0.01%
33
-300
100
$7K ﹤0.01%
281
2 3
4
5 6