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
101
$85.5K 0.02%
1,050
102
$85.3K 0.02%
830
-475
103
$81.1K 0.02%
145
-92
104
$80.3K 0.02%
+865
105
$79.2K 0.02%
830
-560
106
$76.9K 0.02%
770
-140
107
$76.7K 0.02%
400
108
$74.8K 0.01%
712
109
$74.2K 0.01%
+434
110
$74K 0.01%
3,350
111
$72.7K 0.01%
1,943
112
$72.5K 0.01%
189
-50
113
$71.7K 0.01%
1,059
114
$71.5K 0.01%
+870
115
$70.9K 0.01%
5,625
116
$70.3K 0.01%
297
117
$69.1K 0.01%
1,173
+1,172
118
$68.7K 0.01%
1,500
-1,200
119
$67.8K 0.01%
+1,080
120
$66.9K 0.01%
15,000
-1,386
121
$66K 0.01%
+580
122
$65.6K 0.01%
+177
123
$64.7K 0.01%
446
124
$64.6K 0.01%
1,668
-125
125
$64.2K 0.01%
904
+665
3 4
5
6 7