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
126
$15K 0.01%
+856
127
$15K 0.01%
+300
128
$13K 0.01%
+227
129
$13K 0.01%
+100
130
$11K 0.01%
+87
131
$10K 0.01%
+2,283
132
$10K 0.01%
+610
133
$9K 0.01%
+750
134
$9K 0.01%
+200
135
$8K 0.01%
+66
136
$8K 0.01%
+200
137
$8K 0.01%
+134
138
$8K 0.01%
+121
139
$8K 0.01%
+8
140
$7K 0.01%
+150
141
$7K 0.01%
+281
142
$7K 0.01%
+400
143
$6K ﹤0.01%
+61
144
$6K ﹤0.01%
+250
145
$6K ﹤0.01%
+100
146
$6K ﹤0.01%
+100
147
$5K ﹤0.01%
+150
148
$5K ﹤0.01%
+90
149
$5K ﹤0.01%
+300
150
$5K ﹤0.01%
+74
3 4 5
6
7