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
326
$2.39K ﹤0.01%
171
327
$2.26K ﹤0.01%
31
328
$2.26K ﹤0.01%
7
329
$2.24K ﹤0.01%
+62
330
$2.18K ﹤0.01%
151
331
$2.17K ﹤0.01%
21
332
$2.08K ﹤0.01%
26
+6
333
$2K ﹤0.01%
160
334
$1.92K ﹤0.01%
200
335
$1.9K ﹤0.01%
26
+6
336
$1.87K ﹤0.01%
10
337
$1.84K ﹤0.01%
21
+5
338
$1.84K ﹤0.01%
23
+6
339
$1.78K ﹤0.01%
+10
340
$1.6K ﹤0.01%
16
341
$1.58K ﹤0.01%
12
342
$1.5K ﹤0.01%
20
343
$1.43K ﹤0.01%
134
344
$1.36K ﹤0.01%
500
345
$1.04K ﹤0.01%
3
346
$1.01K ﹤0.01%
69
+10
347
$980 ﹤0.01%
500
348
$963 ﹤0.01%
22
349
$948 ﹤0.01%
65
350
$899 ﹤0.01%
21
12 13
14
15 16