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
251
$7.14K ﹤0.01%
56
252
$6.84K ﹤0.01%
107
253
$6.79K ﹤0.01%
1,080
254
$6.61K ﹤0.01%
13
-16
255
$6.22K ﹤0.01%
32
256
$6.18K ﹤0.01%
106
257
$6.08K ﹤0.01%
100
258
$5.88K ﹤0.01%
1,000
259
$5.8K ﹤0.01%
+219
260
$5.79K ﹤0.01%
13
261
$5.76K ﹤0.01%
92
262
$5.71K ﹤0.01%
24
263
$5.61K ﹤0.01%
147
264
$5.51K ﹤0.01%
21
265
$5.35K ﹤0.01%
599
-31
266
$5.33K ﹤0.01%
+100
267
$5.29K ﹤0.01%
65
268
$5.16K ﹤0.01%
26
269
$5.06K ﹤0.01%
1,000
270
$4.97K ﹤0.01%
39
271
$4.89K ﹤0.01%
200
272
$4.86K ﹤0.01%
100
273
$4.83K ﹤0.01%
125
274
$4.74K ﹤0.01%
+17
275
$4.73K ﹤0.01%
26
9 10
11
12 13