HI

Hoey Investments Portfolio holdings

AUM $737M
1-Year Est. Return 32.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.3%
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
+$6.36M
2
+$3.42M
3
+$3.24M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.77M
5
NVDA icon
NVIDIA
NVDA
+$2.18M

Top Sells

1
+$2.6M
2
+$809K
3
+$802K
4
AVGO icon
Broadcom
AVGO
+$761K
5
JPM icon
JPMorgan Chase
JPM
+$727K

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
226
$10.9K ﹤0.01%
175
-575
227
$10.8K ﹤0.01%
190
228
$10.7K ﹤0.01%
30
229
$10.3K ﹤0.01%
+483
230
$10.2K ﹤0.01%
+384
231
$10.2K ﹤0.01%
250
232
$10.2K ﹤0.01%
500
-221
233
$9.99K ﹤0.01%
+250
234
$9.75K ﹤0.01%
9,847
235
$9.73K ﹤0.01%
+460
236
$9.36K ﹤0.01%
516
237
$9.22K ﹤0.01%
835
238
$8.97K ﹤0.01%
52
239
$8.61K ﹤0.01%
61
240
$8.54K ﹤0.01%
32
241
$8.3K ﹤0.01%
+700
242
$8.07K ﹤0.01%
44
243
$8.01K ﹤0.01%
10
-5
244
$7.93K ﹤0.01%
134
245
$7.81K ﹤0.01%
83
246
$7.66K ﹤0.01%
99
-143
247
$7.6K ﹤0.01%
5
248
$7.57K ﹤0.01%
5,081
+276
249
$7.34K ﹤0.01%
364
250
$7.33K ﹤0.01%
46
8 9
10
11 12