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
276
$5.22K ﹤0.01%
34
-12
277
$5.09K ﹤0.01%
13
278
$5.04K ﹤0.01%
32
279
$5K ﹤0.01%
26
280
$4.91K ﹤0.01%
200
281
$4.86K ﹤0.01%
96
282
$4.72K ﹤0.01%
39
283
$4.63K ﹤0.01%
135
284
$4.6K ﹤0.01%
5
285
$4.58K ﹤0.01%
95
286
$4.34K ﹤0.01%
2,000
287
$4.28K ﹤0.01%
80
288
$4.25K ﹤0.01%
20
289
$4.24K ﹤0.01%
30
290
$4.21K ﹤0.01%
46
291
$4.03K ﹤0.01%
300
292
$3.91K ﹤0.01%
135
293
$3.77K ﹤0.01%
68
294
$3.76K ﹤0.01%
57
295
$3.75K ﹤0.01%
60
296
$3.72K ﹤0.01%
39
297
$3.72K ﹤0.01%
100
298
$3.61K ﹤0.01%
50
299
$3.6K ﹤0.01%
6
300
$3.58K ﹤0.01%
2
10 11
12
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