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
$523M
AUM Growth
+$74.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
412
New
Increased
Reduced
Closed

Top Buys

1
+$6.77M
2
+$6.01M
3
+$2.74M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.46M
5
NVDA icon
NVIDIA
NVDA
+$2.3M

Top Sells

1
+$4.04M
2
+$2.2M
3
+$1.59M
4
AAPL icon
Apple
AAPL
+$1.57M
5
SLB icon
SLB Ltd
SLB
+$1.41M

Sector Composition

1 Technology 53.94%
2 Consumer Discretionary 22.09%
3 Communication Services 11.18%
4 Financials 4.92%
5 Industrials 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.26M 0.24%
3,096
+158
27
$1.25M 0.24%
22,777
-695
28
$1.19M 0.23%
31,771
+13,089
29
$1.16M 0.22%
3,602
-1,026
30
$1.14M 0.22%
16,890
+12,890
31
$1.02M 0.2%
14,673
-200
32
$955K 0.18%
5,788
-48
33
$907K 0.17%
36,723
+4,566
34
$906K 0.17%
12,955
+1,300
35
$899K 0.17%
45,226
-8,199
36
$804K 0.15%
1,721
-130
37
$782K 0.15%
4,998
-563
38
$726K 0.14%
3,400
-115
39
$720K 0.14%
3,639
-334
40
$656K 0.13%
3,785
-253
41
$652K 0.12%
19,357
-2,414
42
$621K 0.12%
1,123
-24
43
$612K 0.12%
74,904
-7,664
44
$612K 0.12%
2,223
-305
45
$605K 0.12%
3,314
46
$580K 0.11%
3,384
+12
47
$575K 0.11%
5,730
-65
48
$572K 0.11%
22,680
+9,300
49
$559K 0.11%
13,115
-863
50
$519K 0.1%
11,161
-5,898
1
2
3 4 5