HI

Hoey Investments Portfolio holdings

AUM $668M
1-Year Est. Return 32.73%
This Quarter Est. Return
1 Year Est. Return
+32.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$523M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$327

Top Sells

1
+$63.1M
2
+$1.43M
3
+$3.3K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$37
5
XTIA icon
XTI Aerospace
XTIA
+$1

Sector Composition

1 Technology 53.99%
2 Consumer Discretionary 22.09%
3 Communication Services 11.18%
4 Financials 4.87%
5 Industrials 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$191K 0.04%
2,300
77
$190K 0.04%
34,116
78
$184K 0.03%
234
79
$172K 0.03%
994
80
$172K 0.03%
499
81
$168K 0.03%
1,833
82
$165K 0.03%
1,569
83
$161K 0.03%
1,090
84
$160K 0.03%
11,360
85
$158K 0.03%
115
-1,035
86
$157K 0.03%
419
87
$153K 0.03%
352
88
$148K 0.03%
2,000
89
$147K 0.03%
3,571
90
$145K 0.03%
2,041
91
$119K 0.02%
3,050
92
$114K 0.02%
16,929
93
$109K 0.02%
196
94
$107K 0.02%
1,078
95
$99.8K 0.02%
6,700
96
$99.5K 0.02%
2,099
97
$93.6K 0.02%
11,250
98
$92.7K 0.02%
393
99
$83.2K 0.02%
1,751
100
$82.8K 0.02%
2,000
2 3
4
5 6