HI

Hoey Investments Portfolio holdings

AUM $668M
1-Year Est. Return 32.73%
This Quarter Est. Return
1 Year Est. Return
+32.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$327M
AUM Growth
+$40.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$2.91M
3
+$2.63M
4
GS icon
Goldman Sachs
GS
+$2.63M
5
BHP icon
BHP
BHP
+$2.45M

Top Sells

1
+$14.8M
2
+$8.2M
3
+$7.46M
4
NVDA icon
NVIDIA
NVDA
+$6.65M
5
XYZ
Block Inc
XYZ
+$4.6M

Sector Composition

1 Technology 38.51%
2 Consumer Discretionary 23.93%
3 Financials 8.99%
4 Consumer Staples 6.73%
5 Communication Services 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.54M 0.75%
11,675
+10,000
27
$2.46M 0.73%
62,748
+16,378
28
$2.45M 0.73%
+37,729
29
$2.27M 0.67%
+27,021
30
$2.07M 0.61%
8,241
+6,116
31
$2.05M 0.61%
+26,360
32
$1.66M 0.49%
91,038
-54,663
33
$1.59M 0.47%
4,197
+209
34
$1.58M 0.47%
69,545
+51,880
35
$1.53M 0.46%
+4,433
36
$1.53M 0.45%
+33,725
37
$1.3M 0.39%
20,597
+20,521
38
$1.18M 0.35%
116,102
+21,314
39
$1.1M 0.33%
4,532
-18,872
40
$989K 0.29%
10,787
-9,412
41
$928K 0.28%
+7,095
42
$889K 0.26%
+38,444
43
$823K 0.24%
3,750
+750
44
$672K 0.2%
2,910
+360
45
$656K 0.19%
10,776
-3,359
46
$648K 0.19%
7,600
47
$644K 0.19%
6,858
+4,924
48
$596K 0.18%
3,000
49
$564K 0.17%
2,308
-894
50
$498K 0.15%
3,694
-2,921
1
2
3 4 5