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HI

Hoey Investments Portfolio holdings

AUM $678M
1-Year Est. Return 35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$286M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$5.35M
2
+$3.31M
3
+$2.56M
4
META icon
Meta Platforms (Facebook)
META
+$2.53M
5
DIS icon
Walt Disney
DIS
+$2.01M

Top Sells

1
+$8.05M
2
+$2.54M
3
+$1.53M
4
GE icon
GE Aerospace
GE
+$961K
5
BHP icon
BHP
BHP
+$954K

Sector Composition

1 Technology 44.25%
2 Consumer Discretionary 29.3%
3 Financials 6.34%
4 Consumer Staples 5.97%
5 Communication Services 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1K ﹤0.01%
42
227
$1K ﹤0.01%
+18
228
$1K ﹤0.01%
+15
229
$1K ﹤0.01%
70
230
– –
-16,371
231
– –
-2,283
232
$0 ﹤0.01%
4
233
$0 ﹤0.01%
2
234
– –
-70
235
$0 ﹤0.01%
5
236
– –
-500
237
$0 ﹤0.01%
9
238
$0 ﹤0.01%
2
239
– –
-75
240
– –
-11,428
241
$0 ﹤0.01%
+4
242
– –
-1,502
243
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-23
244
– –
-200
245
– –
-1
246
$0 ﹤0.01%
1
247
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-200
248
– –
-4,000
249
– –
-6
250
– –
-600
7 8 9
10
11