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
301
$3.42K ﹤0.01%
49
-3
302
$3.4K ﹤0.01%
72
303
$3.34K ﹤0.01%
100
304
$3.31K ﹤0.01%
13
-4
305
$3.28K ﹤0.01%
67
306
$3.28K ﹤0.01%
52
307
$3.11K ﹤0.01%
222
308
$3.1K ﹤0.01%
250
309
$3.09K ﹤0.01%
46
310
$3.08K ﹤0.01%
46
311
$2.96K ﹤0.01%
+50
312
$2.9K ﹤0.01%
51
313
$2.87K ﹤0.01%
110
314
$2.86K ﹤0.01%
83
315
$2.82K ﹤0.01%
20
316
$2.81K ﹤0.01%
100
317
$2.76K ﹤0.01%
32
318
$2.75K ﹤0.01%
96
319
$2.69K ﹤0.01%
15
320
$2.68K ﹤0.01%
40
321
$2.64K ﹤0.01%
28
322
$2.58K ﹤0.01%
48
323
$2.58K ﹤0.01%
73
324
$2.57K ﹤0.01%
34
325
$2.5K ﹤0.01%
518
+314
11 12
13
14 15