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
$240M
AUM Growth
+$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$3.89M
2
+$3.54M
3
+$3.5M
4
WMT icon
Walmart
WMT
+$3.15M
5
MSFT icon
Microsoft
MSFT
+$2.77M

Top Sells

1
+$6.99M
2
+$4.7M
3
+$3.04M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.78M
5
ZM icon
Zoom
ZM
+$1.14M

Sector Composition

1 Technology 47.69%
2 Consumer Discretionary 27.68%
3 Consumer Staples 7.23%
4 Healthcare 5.45%
5 Financials 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-700
152
$0 ﹤0.01%
2
153
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-900
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$0 ﹤0.01%
15
155
$0 ﹤0.01%
+1
156
– –
-150
157
– –
-6,000
158
– –
-121
159
$0 ﹤0.01%
+6
160
– –
-4
161
$0 ﹤0.01%
2
162
$0 ﹤0.01%
2
163
– –
0
3 4 5 6
7