HI
Hoey Investments Portfolio holdings
AUM
$739M
1-Year Est. Return
46.16%
1 Year Est. Return
+46.16%
AUM
$739M
AUM Growth
+$71.2M
(+11%)
Holding
431
Top Buys
| 1 | +$4.31M | |
| 2 | +$1.28M | |
| 3 | +$861K | |
| 4 |
Morgan Stanley
MS
|
+$739K |
| 5 |
Meta Platforms (Facebook)
META
|
+$731K |
Top Sells
| 1 | +$3.83M | |
| 2 | +$811K | |
| 3 | +$538K | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$343K |
| 5 |
Arm
ARM
|
+$299K |
Sector Composition
| 1 | Technology | 52.85% |
| 2 | Consumer Discretionary | 18.65% |
| 3 | Communication Services | 14.31% |
| 4 | Financials | 6.71% |
| 5 | Industrials | 3.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
426
iShares TIPS Bond ETF
TIP
$14.5B
| – | – |
-11
|
|
||
427
Texas Instruments
TXN
$159B
| – | – |
-100
|
|
||
428
Under Armour Class C
UA
$1.84B
| – | – |
-13
|
|
||
|
UHT
429
Universal Health Realty Income Trust
UHT
$563M
| – | – |
-250
|
|
||
430
Vanguard Extended Market ETF
VXF
$24.6B
| – | – |
-736
|
|
||
|
MRX
431
Marex Group
MRX
$2.54B
| – | – |
-50
|
|