HI
Hoey Investments Portfolio holdings
AUM
$678M
1-Year Est. Return
35%
This Fund
S&P 500
1 Year Est. Return
+35%
AUM
$678M
AUM Growth
-$59.1M
(-8%)
Holding
449
Top Buys
| 1 | +$5.09M | |
| 2 | +$3.11M | |
| 3 | +$2.01M | |
| 4 |
IBM
IBM
|
+$1.97M |
| 5 |
Goldman Sachs
GS
|
+$1.65M |
Top Sells
| 1 | +$3.87M | |
| 2 | +$3.48M | |
| 3 | +$1.3M | |
| 4 |
Uber
UBER
|
+$781K |
| 5 |
Celestica
CLS
|
+$751K |
Sector Composition
| 1 | Technology | 51.33% |
| 2 | Consumer Discretionary | 19.32% |
| 3 | Communication Services | 12.55% |
| 4 | Financials | 7.35% |
| 5 | Industrials | 4.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
NVIDIA
NVDA
$5.4T
| $233M | 34.37% |
1,335,184
+27,770
|
|
||
2
Amazon
AMZN
$2.76T
| $126M | 18.62% |
605,751
+6,879
|
|
||
3
Meta Platforms (Facebook)
META
$1.52T
| $73.1M | 10.78% |
127,688
-5,432
|
|
||
4
Microsoft
MSFT
$3.28T
| $41.4M | 6.11% |
111,911
-9,254
|
|
||
5
Palantir
PLTR
$365B
| $23.4M | 3.45% |
160,016
+20,372
|
|
||
6
Apple
AAPL
$4.63T
| $19.1M | 2.82% |
75,353
-542
|
|
||
7
Broadcom
AVGO
$2.28T
| $17.2M | 2.54% |
55,575
+1,618
|
|
||
8
Wells Fargo
WFC
$243B
| $10.9M | 1.61% |
136,917
-5,275
|
|
||
|
9
Goldman Sachs
GS
$314B
| $10.3M | 1.53% |
12,214
+1,854
|
|
||
10
GE Aerospace
GE
$331B
| $9.8M | 1.45% |
34,528
+411
|
|
||
11
Alphabet (Google) Class A
GOOGL
$4.38T
| $9.66M | 1.43% |
33,578
+6,388
|
|
||
12
JPMorgan Chase
JPM
$806B
| $8.74M | 1.29% |
29,697
-1,884
|
|
||
13
GE Vernova
GEV
$261B
| $8.2M | 1.21% |
9,391
+256
|
|
||
14
Morgan Stanley
MS
$339B
| $7.74M | 1.14% |
47,031
+1,179
|
|
||
15
Bank of America
BAC
$372B
| $6.22M | 0.92% |
127,665
-2,263
|
|
||
16
Walmart Inc
WMT
$901B
| $5.68M | 0.84% |
45,737
-5,291
|
|
||
17
Berkshire Hathaway Class B
BRK.B
$1.02T
| $3.8M | 0.56% |
7,926
-2,648
|
|
||
|
18
Uber
UBER
$146B
| $3.33M | 0.49% |
46,340
-10,151
|
|
||
19
GraniteShares ETF Trust GraniteShares 2x Long NVDA Daily ETF
NVDL
$4.97B
| $3.21M | 0.47% |
44,234
+4,935
|
|
||
20
iShares Silver Trust
SLV
$36.3B
| $3.15M | 0.46% |
46,184
+10,485
|
|
||
21
Commercial Metals
CMC
$8.49B
| $2.48M | 0.37% |
40,380
+294
|
|
||
|
22
IBM
IBM
$309B
| $2.23M | 0.33% |
9,201
+7,275
|
|
||
23
Lowe's Companies
LOW
$116B
| $2.1M | 0.31% |
8,875
-37
|
|
||
24
Amgen
AMGN
$177B
| $1.83M | 0.27% |
5,202
+18
|
|
||
25
Netflix
NFLX
$351B
| $1.7M | 0.25% |
17,706
+10,707
|
|