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
101
$11K ﹤0.01%
322
102
$11K ﹤0.01%
260
-1,140
103
$11K ﹤0.01%
25
104
$11K ﹤0.01%
82
105
$10K ﹤0.01%
572
106
$10K ﹤0.01%
66
107
$10K ﹤0.01%
+13
108
$9K ﹤0.01%
517
+500
109
$9K ﹤0.01%
610
110
$9K ﹤0.01%
375
111
$8K ﹤0.01%
27
112
$7K ﹤0.01%
281
113
$7K ﹤0.01%
2,283
114
$7K ﹤0.01%
135
-134
115
$6K ﹤0.01%
61
116
$6K ﹤0.01%
181
-30
117
$6K ﹤0.01%
+250
118
$5K ﹤0.01%
90
119
$4K ﹤0.01%
70
-1,000
120
$4K ﹤0.01%
200
121
$4K ﹤0.01%
150
122
$4K ﹤0.01%
1,375
+70
123
$3K ﹤0.01%
40
124
$3K ﹤0.01%
24
125
$2K ﹤0.01%
200
3 4
5
6 7