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
251
$9.47K ﹤0.01%
65
252
$9.06K ﹤0.01%
364
253
$8.97K ﹤0.01%
134
254
$8.86K ﹤0.01%
516
255
$8.74K ﹤0.01%
1,080
256
$8.54K ﹤0.01%
83
257
$8.53K ﹤0.01%
56
258
$7.9K ﹤0.01%
32
259
$7.41K ﹤0.01%
44
260
$7.32K ﹤0.01%
1,500
+500
261
$7.16K ﹤0.01%
107
262
$7.1K ﹤0.01%
100
263
$6.71K ﹤0.01%
1,000
264
$6.59K ﹤0.01%
5
265
$6.51K ﹤0.01%
32
266
$6.22K ﹤0.01%
100
267
$6.19K ﹤0.01%
92
268
$6.03K ﹤0.01%
21
269
$5.95K ﹤0.01%
13
270
$5.92K ﹤0.01%
125
271
$5.9K ﹤0.01%
24
272
$5.77K ﹤0.01%
106
273
$5.69K ﹤0.01%
575
-24
274
$5.67K ﹤0.01%
147
275
$5.25K ﹤0.01%
26
9 10
11
12 13