HI

Hoey Investments Portfolio holdings

AUM $737M
1-Year Est. Return 32.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$141M
AUM Growth
+$2.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$31.6M
2
+$18.6M
3
+$10.1M
4
AAPL icon
Apple
AAPL
+$9.67M
5
MSFT icon
Microsoft
MSFT
+$8.98M

Top Sells

1
+$3.36M
2
+$3.36M
3
+$3.19M
4
LOW icon
Lowe's Companies
LOW
+$2.92M
5
PG icon
Procter & Gamble
PG
+$2.91M

Sector Composition

1 Technology 42.9%
2 Consumer Discretionary 22.33%
3 Healthcare 6.12%
4 Consumer Staples 4.75%
5 Financials 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-17,439
177
– –
-2,558
178
– –
-8
4 5 6 7
8