HI

Hoey Investments Portfolio holdings

AUM $668M
1-Year Est. Return 32.73%
This Quarter Est. Return
1 Year Est. Return
+32.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$668M
AUM Growth
+$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
419
New
Increased
Reduced
Closed

Top Buys

1
+$7.59M
2
+$3.91M
3
+$3.59M
4
NVDA icon
NVIDIA
NVDA
+$2.73M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.65M

Top Sells

1
+$2.65M
2
+$966K
3
+$825K
4
WMT icon
Walmart
WMT
+$823K
5
MU icon
Micron Technology
MU
+$809K

Sector Composition

1 Technology 50.86%
2 Consumer Discretionary 20.6%
3 Communication Services 15.07%
4 Financials 6.64%
5 Industrials 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$4.46T
$213M 31.29%
1,351,175
+17,306
AMZN icon
2
Amazon
AMZN
$2.27T
$132M 19.36%
601,962
+16,373
META icon
3
Meta Platforms (Facebook)
META
$1.8T
$98.9M 14.49%
133,964
+10,290
MSFT icon
4
Microsoft
MSFT
$3.82T
$60.1M 8.81%
120,829
+7,869
PLTR icon
5
Palantir
PLTR
$423B
$18.7M 2.75%
137,400
-2,610
AAPL icon
6
Apple
AAPL
$3.74T
$15.1M 2.22%
73,811
-12,898
AVGO icon
7
Broadcom
AVGO
$1.65T
$13.6M 2%
49,511
-3,506
WFC icon
8
Wells Fargo
WFC
$262B
$11.5M 1.69%
143,958
-8,270
JPM icon
9
JPMorgan Chase
JPM
$810B
$8.79M 1.29%
30,331
-2,847
GE icon
10
GE Aerospace
GE
$318B
$8.35M 1.22%
32,438
+3,185
BAC icon
11
Bank of America
BAC
$376B
$6.35M 0.93%
134,247
-5,047
UBER icon
12
Uber
UBER
$192B
$6.23M 0.91%
66,731
-2,314
GS icon
13
Goldman Sachs
GS
$232B
$5.44M 0.8%
7,689
+635
BRK.B icon
14
Berkshire Hathaway Class B
BRK.B
$1.06T
$5.26M 0.77%
10,838
+5,453
WMT icon
15
Walmart
WMT
$859B
$5.1M 0.75%
52,154
-8,416
MS icon
16
Morgan Stanley
MS
$252B
$5.08M 0.74%
36,065
+8,814
GEV icon
17
GE Vernova
GEV
$163B
$3.68M 0.54%
6,958
+148
NOW icon
18
ServiceNow
NOW
$188B
$2.99M 0.44%
2,911
-109
NVDL icon
19
GraniteShares ETF Trust GraniteShares 2x Long NVDA Daily ETF
NVDL
$4.66B
$2.58M 0.38%
36,656
+905
ARM icon
20
Arm
ARM
$175B
$2.46M 0.36%
15,206
+9,341
LOW icon
21
Lowe's Companies
LOW
$137B
$2.04M 0.3%
9,190
-341
CRWV
22
CoreWeave Inc
CRWV
$67.8B
$1.69M 0.25%
+10,375
AMGN icon
23
Amgen
AMGN
$161B
$1.49M 0.22%
5,330
-1,717
CMC icon
24
Commercial Metals
CMC
$6.38B
$1.48M 0.22%
30,296
+4,487
EMR icon
25
Emerson Electric
EMR
$72.8B
$1.4M 0.21%
10,495
+550
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