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
$739M
AUM Growth
+$71.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$3.71M
2
+$1.19M
3
+$772K
4
META icon
Meta Platforms (Facebook)
META
+$741K
5
MS icon
Morgan Stanley
MS
+$686K

Top Sells

1
+$3.58M
2
+$836K
3
+$514K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$330K
5
ARM icon
Arm
ARM
+$308K

Sector Composition

1 Technology 52.85%
2 Consumer Discretionary 18.65%
3 Communication Services 14.31%
4 Financials 6.71%
5 Industrials 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$14.1K ﹤0.01%
317
227
$13.8K ﹤0.01%
796
228
$13.7K ﹤0.01%
101
229
$13.5K ﹤0.01%
300
230
$13.5K ﹤0.01%
100
231
$13K ﹤0.01%
568
232
$13K ﹤0.01%
550
233
$12.7K ﹤0.01%
175
234
$12.6K ﹤0.01%
39
-33
235
$12.4K ﹤0.01%
56
236
$12K ﹤0.01%
10,000
237
$11.9K ﹤0.01%
480
238
$11.6K ﹤0.01%
9,847
239
$11.6K ﹤0.01%
250
240
$11.5K ﹤0.01%
150
+100
241
$11.2K ﹤0.01%
30
242
$11.2K ﹤0.01%
+300
243
$11.1K ﹤0.01%
835
244
$10.9K ﹤0.01%
250
245
$10.6K ﹤0.01%
4,533
-548
246
$10.3K ﹤0.01%
384
247
$10.3K ﹤0.01%
483
248
$9.91K ﹤0.01%
64
+3
249
$9.68K ﹤0.01%
10
250
$9.55K ﹤0.01%
333
8 9
10
11 12