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
176
$18.8K ﹤0.01%
128
177
$18.5K ﹤0.01%
+242
178
$18.3K ﹤0.01%
300
179
$18K ﹤0.01%
129
+100
180
$18K ﹤0.01%
100
181
$17.3K ﹤0.01%
333
182
$16.3K ﹤0.01%
250
183
$16K ﹤0.01%
272
184
$15.8K ﹤0.01%
688
185
$15.6K ﹤0.01%
72
186
$15.6K ﹤0.01%
+194
187
$15.5K ﹤0.01%
721
-279
188
$15.4K ﹤0.01%
244
189
$15.3K ﹤0.01%
500
190
$15.3K ﹤0.01%
248
-9,707
191
$15.1K ﹤0.01%
568
192
$14.8K ﹤0.01%
62
-80
193
$14.1K ﹤0.01%
480
194
$14K ﹤0.01%
51
195
$13.8K ﹤0.01%
300
196
$13.6K ﹤0.01%
29
197
$13.3K ﹤0.01%
250
198
$13.3K ﹤0.01%
9,847
199
$12.2K ﹤0.01%
20
200
$12K ﹤0.01%
39
6 7
8
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