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
376
$357 ﹤0.01%
4
377
$339 ﹤0.01%
300
378
$335 ﹤0.01%
20
379
$309 ﹤0.01%
13
380
$298 ﹤0.01%
4
381
$276 ﹤0.01%
24
382
$260 ﹤0.01%
144
383
$250 ﹤0.01%
28
384
$213 ﹤0.01%
3
385
$185 ﹤0.01%
4
386
$184 ﹤0.01%
2
387
$133 ﹤0.01%
46
388
$113 ﹤0.01%
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$113 ﹤0.01%
1
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3
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10
393
$85 ﹤0.01%
13
-1
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$78 ﹤0.01%
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$40 ﹤0.01%
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397
– –
0
398
$24 ﹤0.01%
+1
399
$24 ﹤0.01%
4
400
$13 ﹤0.01%
3
13 14 15
16
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