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
$201M
AUM Growth
+$60.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$3.68M
2
+$3.05M
3
+$2.44M
4
LOW icon
Lowe's Companies
LOW
+$2.19M
5
NFLX icon
Netflix
NFLX
+$2.11M

Top Sells

1
+$23M
2
+$11.2M
3
+$1.06M
4
ZM icon
Zoom
ZM
+$840K
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
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152
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$0 ﹤0.01%
15
154
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$0 ﹤0.01%
+2
157
$0 ﹤0.01%
+2
158
$0 ﹤0.01%
+8
159
– –
-4,000
160
$0 ﹤0.01%
+22
161
– –
-1
162
– –
-831
3 4 5 6
7