HI

Hoey Investments Portfolio holdings

AUM $737M
1-Year Est. Return 32.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.3%
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
+$3.22M
2
+$3.08M
3
+$2.15M
4
NFLX icon
Netflix
NFLX
+$1.98M
5
LOW icon
Lowe's Companies
LOW
+$1.85M

Top Sells

1
+$20.2M
2
+$8.62M
3
+$1.02M
4
ZM icon
Zoom
ZM
+$597K
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
101
$14K 0.01%
235
+30
102
$13K 0.01%
856
103
$13K 0.01%
269
+135
104
$12K 0.01%
+400
105
$12K 0.01%
+119
106
$11K 0.01%
460
107
$11K 0.01%
322
108
$10K 0.01%
+82
109
$9K ﹤0.01%
+25
110
$9K ﹤0.01%
66
111
$9K ﹤0.01%
+572
112
$8K ﹤0.01%
+27
113
$8K ﹤0.01%
610
114
$8K ﹤0.01%
+375
115
$7K ﹤0.01%
281
116
$7K ﹤0.01%
40
-60
117
$7K ﹤0.01%
211
+30
118
$7K ﹤0.01%
121
119
$6K ﹤0.01%
1,305
+555
120
$5K ﹤0.01%
61
121
$5K ﹤0.01%
90
122
$5K ﹤0.01%
+150
123
$5K ﹤0.01%
111
124
$4K ﹤0.01%
24
125
$4K ﹤0.01%
150
3 4
5
6 7