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
$139M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$15.6M
3
+$8.9M
4
JPM icon
JPMorgan Chase
JPM
+$6.26M
5
HD icon
Home Depot
HD
+$4.54M

Top Sells

No sells this quarter

Sector Composition

1 Technology 28.09%
2 Consumer Discretionary 19.63%
3 Industrials 10.44%
4 Consumer Staples 9.67%
5 Financials 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$26K 0.02%
+1,395
102
$26K 0.02%
+600
103
$25K 0.02%
+400
104
$25K 0.02%
+450
105
$24K 0.02%
+2,163
106
$24K 0.02%
+1,490
107
$24K 0.02%
+1,350
108
$24K 0.02%
+475
109
$23K 0.02%
+983
110
$23K 0.02%
+996
111
$23K 0.02%
+1,238
112
$23K 0.02%
+1,211
113
$23K 0.02%
+460
114
$22K 0.02%
+1,347
115
$22K 0.02%
+125
116
$22K 0.02%
+1,032
117
$21K 0.01%
+150
118
$20K 0.01%
+290
119
$19K 0.01%
+166
120
$19K 0.01%
+150
121
$19K 0.01%
+2,775
122
$18K 0.01%
+1,000
123
$17K 0.01%
+750
124
$16K 0.01%
+625
125
$16K 0.01%
+500
3 4
5
6 7