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
151
$37.1K 0.01%
280
152
$35.1K 0.01%
400
153
$33.9K 0.01%
524
154
$33.8K 0.01%
4,000
155
$31.7K 0.01%
572
156
$31.6K 0.01%
544
157
$31.2K 0.01%
960
158
$30K 0.01%
235
-295
159
$28.2K 0.01%
+522
160
$28.1K 0.01%
622
161
$28K 0.01%
+268
162
$27.8K 0.01%
+100
163
$26.7K 0.01%
+190
164
$25.6K 0.01%
750
165
$24.7K ﹤0.01%
398
166
$24.7K ﹤0.01%
200
167
$23.4K ﹤0.01%
240
-101
168
$22.7K ﹤0.01%
1,000
169
$22.2K ﹤0.01%
303
170
$20.7K ﹤0.01%
500
171
$20.2K ﹤0.01%
30
172
$20K ﹤0.01%
3,053
173
$19.7K ﹤0.01%
58
174
$19.7K ﹤0.01%
165
-12
175
$19K ﹤0.01%
905
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7
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