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
201
$11.7K ﹤0.01%
264
-136
202
$11.6K ﹤0.01%
190
203
$11.5K ﹤0.01%
52
204
$11.4K ﹤0.01%
530
205
$11.4K ﹤0.01%
125
-275
206
$10.9K ﹤0.01%
364
207
$9.94K ﹤0.01%
15
208
$9.88K ﹤0.01%
1,080
209
$9.87K ﹤0.01%
100
210
$9.86K ﹤0.01%
125
-50
211
$9.59K ﹤0.01%
516
212
$9.06K ﹤0.01%
32
213
$9.03K ﹤0.01%
56
214
$8.39K ﹤0.01%
1,000
215
$8.32K ﹤0.01%
835
216
$8.15K ﹤0.01%
30
217
$7.84K ﹤0.01%
46
-148
218
$7.59K ﹤0.01%
44
219
$7.31K ﹤0.01%
107
220
$7.29K ﹤0.01%
200
221
$7.16K ﹤0.01%
56
222
$7.08K ﹤0.01%
61
-40
223
$7.01K ﹤0.01%
83
224
$6.92K ﹤0.01%
5
225
$6.75K ﹤0.01%
+186
7 8
9
10 11