HI
Hoey Investments Portfolio holdings
AUM
$737M
1-Year Est. Return
32.31%
This Fund
S&P 500
1 Year Est. Return
+32.31%
AUM
$739M
AUM Growth
+$71.2M
(+11%)
Holding
431
Top Buys
| 1 | +$3.71M | |
| 2 | +$1.19M | |
| 3 | +$772K | |
| 4 |
Meta Platforms (Facebook)
META
|
+$741K |
| 5 |
Morgan Stanley
MS
|
+$686K |
Top Sells
| 1 | +$3.58M | |
| 2 | +$836K | |
| 3 | +$514K | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$330K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
426
iShares TIPS Bond ETF
TIP
$13.9B
| – | – |
-11
|
|
||
427
Texas Instruments
TXN
$170B
| – | – |
-100
|
|
||
428
Under Armour Class C
UA
$2.36B
| – | – |
-13
|
|
||
|
UHT
429
Universal Health Realty Income Trust
UHT
$558M
| – | – |
-250
|
|
||
430
Vanguard Extended Market ETF
VXF
$24.4B
| – | – |
-736
|
|
||
|
MRX
431
Marex Group
MRX
$3.12B
| – | – |
-50
|
|