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
$201M
AUM Growth
+$60.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$3.68M
2
+$3.05M
3
+$2.44M
4
LOW icon
Lowe's Companies
LOW
+$2.19M
5
NFLX icon
Netflix
NFLX
+$2.11M

Top Sells

1
+$23M
2
+$11.2M
3
+$1.06M
4
ZM icon
Zoom
ZM
+$840K
5
RTN
Raytheon Company
RTN
+$525K

Sector Composition

1 Technology 44.55%
2 Consumer Discretionary 26.08%
3 Healthcare 6.88%
4 Consumer Staples 5.84%
5 Financials 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$30K 0.01%
128
77
$30K 0.01%
325
+125
78
$28K 0.01%
400
79
$28K 0.01%
1,655
80
$26K 0.01%
+560
81
$25K 0.01%
288
-1,407
82
$24K 0.01%
622
83
$23K 0.01%
237
84
$22K 0.01%
977
85
$21K 0.01%
+238
86
$21K 0.01%
1,490
87
$21K 0.01%
900
88
$21K 0.01%
670
-33,858
89
$20K 0.01%
+375
90
$20K 0.01%
2,163
91
$19K 0.01%
1,347
92
$19K 0.01%
1,211
93
$18K 0.01%
101
94
$17K 0.01%
2,283
95
$17K 0.01%
+4
96
$17K 0.01%
227
-375
97
$16K 0.01%
166
98
$16K 0.01%
2,775
99
$16K 0.01%
289
-551
100
$14K 0.01%
1,238
2 3
4
5 6