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
301
$3.44K ﹤0.01%
2,000
302
$3.4K ﹤0.01%
50
303
$3.39K ﹤0.01%
100
304
$3.31K ﹤0.01%
6
305
$3.3K ﹤0.01%
796
+300
306
$3.25K ﹤0.01%
20
307
$3.18K ﹤0.01%
46
308
$3.07K ﹤0.01%
222
309
$2.97K ﹤0.01%
40
310
$2.92K ﹤0.01%
52
311
$2.89K ﹤0.01%
100
312
$2.85K ﹤0.01%
96
313
$2.84K ﹤0.01%
110
314
$2.82K ﹤0.01%
135
315
$2.78K ﹤0.01%
+100
316
$2.77K ﹤0.01%
28
317
$2.72K ﹤0.01%
7
318
$2.69K ﹤0.01%
51
319
$2.54K ﹤0.01%
14
320
$2.48K ﹤0.01%
83
321
$2.42K ﹤0.01%
171
322
$2.42K ﹤0.01%
15
323
$2.4K ﹤0.01%
21
324
$2.35K ﹤0.01%
31
325
$2.32K ﹤0.01%
30
-218
11 12
13
14 15