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
326
$2.28K ﹤0.01%
34
327
$2.27K ﹤0.01%
+10
328
$2.27K ﹤0.01%
73
329
$2.18K ﹤0.01%
32
330
$2.17K ﹤0.01%
+200
331
$2.15K ﹤0.01%
160
332
$2.1K ﹤0.01%
151
333
$2.09K ﹤0.01%
48
334
$2.04K ﹤0.01%
50
335
$1.97K ﹤0.01%
+50
336
$1.66K ﹤0.01%
10
337
$1.55K ﹤0.01%
20
-30
338
$1.44K ﹤0.01%
20
-283
339
$1.42K ﹤0.01%
44
340
$1.42K ﹤0.01%
20
341
$1.41K ﹤0.01%
16
342
$1.34K ﹤0.01%
17
+16
343
$1.31K ﹤0.01%
+16
344
$1.3K ﹤0.01%
134
345
$1.27K ﹤0.01%
12
346
$1.21K ﹤0.01%
+11
347
$1.19K ﹤0.01%
500
348
$1.07K ﹤0.01%
37
349
$1.07K ﹤0.01%
+22
350
$1.01K ﹤0.01%
24
12 13
14
15 16