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
126
$63.9K 0.01%
+639
127
$62.3K 0.01%
375
128
$56K 0.01%
216
+1
129
$56K 0.01%
887
130
$55.3K 0.01%
2,794
-1,066
131
$53.7K 0.01%
312
-100
132
$53.6K 0.01%
+562
133
$53.4K 0.01%
4,500
-700
134
$53.4K 0.01%
210
135
$53.3K 0.01%
375
136
$50.9K 0.01%
345
137
$50.6K 0.01%
+995
138
$50.5K 0.01%
650
139
$50.3K 0.01%
460
-750
140
$49.9K 0.01%
1,500
141
$49.5K 0.01%
562
142
$46.1K 0.01%
+609
143
$45.8K 0.01%
1,600
-2,400
144
$45.6K 0.01%
462
-124
145
$44.2K 0.01%
750
+175
146
$43.7K 0.01%
400
147
$41.9K 0.01%
3,207
148
$40.6K 0.01%
600
149
$40.3K 0.01%
330
150
$37.8K 0.01%
300
4 5
6
7 8