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
151
$5K ﹤0.01%
+90
152
$3K ﹤0.01%
+31
153
$3K ﹤0.01%
+155
154
$2K ﹤0.01%
+40
155
$2K ﹤0.01%
+24
156
$2K ﹤0.01%
+750
157
$1K ﹤0.01%
+5
158
$0 ﹤0.01%
+4
159
$0 ﹤0.01%
+15
160
$0 ﹤0.01%
+4