HI
Hoey Investments Portfolio holdings
AUM
$668M
1-Year Return
32.73%
This Quarter Return
+31.16%
1 Year Return
+32.73%
3 Year Return
+244.92%
5 Year Return
+346.39%
10 Year Return
–
AUM
$668M
AUM Growth
+$163M
(+32%)
Cap. Flow
+$19.9M
Cap. Flow
% of AUM
2.98%
Top 10 Holdings %
Top 10 Hldgs %
86.92%
Holding
419
New
50
Increased
52
Reduced
69
Closed
15
Top Buys
| 1 |
Meta Platforms (Facebook)
META
|
+$7.59M |
| 2 |
Microsoft
MSFT
|
+$3.91M |
| 3 |
Amazon
AMZN
|
+$3.59M |
| 4 |
NVIDIA
NVDA
|
+$2.73M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$2.65M |
Top Sells
| 1 |
Apple
AAPL
|
+$2.65M |
| 2 |
Broadcom
AVGO
|
+$966K |
| 3 |
JPMorgan Chase
JPM
|
+$825K |
| 4 |
Walmart
WMT
|
+$823K |
| 5 |
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% |
