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
276
$4.69K ﹤0.01%
68
277
$4.65K ﹤0.01%
95
278
$4.64K ﹤0.01%
57
279
$4.58K ﹤0.01%
96
280
$4.55K ﹤0.01%
46
281
$4.48K ﹤0.01%
32
282
$4.42K ﹤0.01%
1,875
283
$4.26K ﹤0.01%
20
284
$4.11K ﹤0.01%
30
285
$4.09K ﹤0.01%
200
286
$4.05K ﹤0.01%
60
287
$4.03K ﹤0.01%
17
+10
288
$3.91K ﹤0.01%
2
289
$3.91K ﹤0.01%
300
290
$3.88K ﹤0.01%
135
-8,100
291
$3.78K ﹤0.01%
+250
292
$3.69K ﹤0.01%
52
+2
293
$3.68K ﹤0.01%
100
294
$3.66K ﹤0.01%
+5
295
$3.59K ﹤0.01%
46
296
$3.56K ﹤0.01%
39
297
$3.5K ﹤0.01%
80
298
$3.49K ﹤0.01%
50
299
$3.49K ﹤0.01%
67
-22
300
$3.48K ﹤0.01%
72
-500
10 11
12
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