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
$323M
AUM Growth
-$4.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$1.81M
3
+$1.39M
4
AAPL icon
Apple
AAPL
+$1.39M
5
XYZ
Block Inc
XYZ
+$755K

Top Sells

1
+$1.53M
2
+$1.36M
3
+$1.16M
4
KSS icon
Kohl's
KSS
+$1.07M
5
QCOM icon
Qualcomm
QCOM
+$993K

Sector Composition

1 Technology 40.18%
2 Consumer Discretionary 24.02%
3 Financials 9.17%
4 Healthcare 6.71%
5 Communication Services 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$24K 0.01%
118
-33
127
$24K 0.01%
2,775
128
$23K 0.01%
1,347
129
$23K 0.01%
+3,000
130
$23K 0.01%
302
131
$22K 0.01%
192
-65
132
$22K 0.01%
+500
133
$22K 0.01%
1,211
134
$22K 0.01%
164
135
$21K 0.01%
166
136
$20K 0.01%
134
137
$20K 0.01%
119
138
$19K 0.01%
1,238
139
$18K 0.01%
260
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140
$18K 0.01%
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141
$17K 0.01%
517
142
$17K 0.01%
160
143
$17K 0.01%
171
144
$16K 0.01%
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145
$16K 0.01%
254
146
$16K 0.01%
120
147
$16K 0.01%
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148
$16K 0.01%
495
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149
$16K 0.01%
120
150
$16K 0.01%
289
4 5
6
7 8