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
$505M
AUM Growth
-$82.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$1.54M
3
+$1.21M
4
MU icon
Micron Technology
MU
+$805K
5
WMT icon
Walmart
WMT
+$680K

Top Sells

1
+$8.09M
2
+$3.09M
3
+$1.91M
4
AAPL icon
Apple
AAPL
+$1.87M
5
GE icon
GE Aerospace
GE
+$1.66M

Sector Composition

1 Technology 47.42%
2 Consumer Discretionary 22.98%
3 Communication Services 14.28%
4 Financials 7.23%
5 Industrials 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$193K 0.04%
204
-8
77
$186K 0.04%
5,315
-506
78
$185K 0.04%
1,202
79
$165K 0.03%
955
+455
80
$163K 0.03%
1,413
81
$163K 0.03%
5,150
82
$162K 0.03%
2,230
-1,900
83
$156K 0.03%
762
-59
84
$145K 0.03%
3,191
-500
85
$130K 0.03%
348
86
$127K 0.02%
+736
87
$123K 0.02%
1,569
+1,568
88
$120K 0.02%
704
-396
89
$110K 0.02%
2,471
90
$109K 0.02%
2,942
91
$108K 0.02%
534
+314
92
$106K 0.02%
1,719
93
$102K 0.02%
1,653
94
$99.9K 0.02%
1,112
95
$95.3K 0.02%
1,344
-676
96
$92.2K 0.02%
320
97
$88.6K 0.02%
849
-165
98
$88.1K 0.02%
250
+115
99
$86.8K 0.02%
350
100
$86.7K 0.02%
105
2 3
4
5 6