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
$286M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$3.46M
3
+$2.77M
4
AMZN icon
Amazon
AMZN
+$2.49M
5
BA icon
Boeing
BA
+$2.21M

Top Sells

1
+$7.66M
2
+$2.54M
3
+$1.5M
4
GE icon
GE Aerospace
GE
+$1.04M
5
BHP icon
BHP
BHP
+$954K

Sector Composition

1 Technology 44.25%
2 Consumer Discretionary 29.3%
3 Financials 6.34%
4 Consumer Staples 5.97%
5 Communication Services 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$15K 0.01%
856
152
$14K ﹤0.01%
572
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$13K ﹤0.01%
213
154
$13K ﹤0.01%
+117
155
$13K ﹤0.01%
375
156
$12K ﹤0.01%
610
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$12K ﹤0.01%
82
158
$11K ﹤0.01%
226
159
$11K ﹤0.01%
66
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$11K ﹤0.01%
13
161
$11K ﹤0.01%
282
162
$11K ﹤0.01%
270
-400
163
$10K ﹤0.01%
+30
164
$10K ﹤0.01%
37
+12
165
$10K ﹤0.01%
313
166
$10K ﹤0.01%
138
167
$10K ﹤0.01%
27
168
$10K ﹤0.01%
+1,000
169
$9K ﹤0.01%
+267
170
$9K ﹤0.01%
+75
171
$9K ﹤0.01%
+52
172
$8K ﹤0.01%
45
173
$8K ﹤0.01%
72
174
$8K ﹤0.01%
349
-334
175
$8K ﹤0.01%
135
5 6
7
8 9