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
$286M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$3.46M
3
+$2.77M
4
AMZN icon
Amazon
AMZN
+$2.49M
5
BA icon
Boeing
BA
+$2.21M

Top Sells

1
+$7.66M
2
+$2.54M
3
+$1.5M
4
GE icon
GE Aerospace
GE
+$1.04M
5
BHP icon
BHP
BHP
+$954K

Sector Composition

1 Technology 44.25%
2 Consumer Discretionary 29.3%
3 Financials 6.34%
4 Consumer Staples 5.97%
5 Communication Services 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$46K 0.02%
2,904
102
$45K 0.02%
+500
103
$45K 0.02%
370
-75
104
$43K 0.01%
+1,925
105
$43K 0.01%
375
106
$43K 0.01%
+1,925
107
$43K 0.01%
+1,964
108
$43K 0.01%
+1,973
109
$41K 0.01%
1,076
110
$38K 0.01%
+319
111
$38K 0.01%
234
+37
112
$38K 0.01%
+1,529
113
$38K 0.01%
+1,508
114
$38K 0.01%
+1,637
115
$37K 0.01%
+350
116
$35K 0.01%
977
117
$34K 0.01%
135
+7
118
$34K 0.01%
325
119
$33K 0.01%
622
120
$33K 0.01%
+677
121
$32K 0.01%
+200
122
$31K 0.01%
597
+37
123
$30K 0.01%
238
124
$30K 0.01%
1,608
-1,492
125
$29K 0.01%
1,173
3 4
5
6 7