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
126
$29K 0.01%
220
+200
127
$29K 0.01%
400
128
$29K 0.01%
1,050
129
$28K 0.01%
939
-57
130
$28K 0.01%
302
131
$23K 0.01%
1,347
132
$23K 0.01%
+440
133
$23K 0.01%
+50
134
$23K 0.01%
392
+103
135
$22K 0.01%
1,211
136
$22K 0.01%
164
137
$21K 0.01%
2,775
138
$19K 0.01%
166
139
$19K 0.01%
260
140
$19K 0.01%
134
-154
141
$18K 0.01%
1,238
142
$18K 0.01%
+150
143
$18K 0.01%
+51
144
$17K 0.01%
750
145
$17K 0.01%
119
146
$17K 0.01%
500
147
$17K 0.01%
+250
148
$16K 0.01%
517
149
$16K 0.01%
171
150
$15K 0.01%
271
4 5
6
7 8