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
$323M
AUM Growth
-$4.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$1.81M
3
+$1.39M
4
AAPL icon
Apple
AAPL
+$1.39M
5
XYZ
Block Inc
XYZ
+$755K

Top Sells

1
+$1.53M
2
+$1.36M
3
+$1.16M
4
KSS icon
Kohl's
KSS
+$1.07M
5
QCOM icon
Qualcomm
QCOM
+$993K

Sector Composition

1 Technology 40.18%
2 Consumer Discretionary 24.02%
3 Financials 9.17%
4 Healthcare 6.71%
5 Communication Services 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$7K ﹤0.01%
260
+1
177
$7K ﹤0.01%
+300
178
$6K ﹤0.01%
90
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75
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90
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50
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$4K ﹤0.01%
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150
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$4K ﹤0.01%
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$3K ﹤0.01%
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$2K ﹤0.01%
84
200
$2K ﹤0.01%
19
6 7
8
9 10