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
126
$3K ﹤0.01%
+200
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+40
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$2K ﹤0.01%
+200
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$2K ﹤0.01%
200
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$1K ﹤0.01%
6
131
$1K ﹤0.01%
42
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$0 ﹤0.01%
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149
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150
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-983
3 4 5
6
7