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
$240M
AUM Growth
+$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$3.89M
2
+$3.54M
3
+$3.5M
4
WMT icon
Walmart
WMT
+$3.15M
5
MSFT icon
Microsoft
MSFT
+$2.77M

Top Sells

1
+$6.99M
2
+$4.7M
3
+$3.04M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.78M
5
ZM icon
Zoom
ZM
+$1.14M

Sector Composition

1 Technology 47.69%
2 Consumer Discretionary 27.68%
3 Consumer Staples 7.23%
4 Healthcare 5.45%
5 Financials 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$24K 0.01%
238
77
$24K 0.01%
+175
78
$24K 0.01%
+179
79
$24K 0.01%
+375
80
$24K 0.01%
302
+75
81
$22K 0.01%
560
82
$22K 0.01%
1,490
83
$21K 0.01%
100
-1
84
$20K 0.01%
1,347
85
$20K 0.01%
1,211
86
$20K 0.01%
237
87
$19K 0.01%
+861
88
$18K 0.01%
400
-500
89
$18K 0.01%
+1,050
90
$18K 0.01%
670
91
$17K 0.01%
2,775
92
$17K 0.01%
289
93
$16K 0.01%
166
94
$15K 0.01%
1,238
95
$15K 0.01%
235
96
$14K 0.01%
856
97
$14K 0.01%
+500
98
$12K ﹤0.01%
+750
99
$12K ﹤0.01%
119
100
$11K ﹤0.01%
460
2 3
4
5 6