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
26
$1.07M 0.16%
8,000
+5,610
27
$1.05M 0.16%
35,736
-670
28
$1.04M 0.16%
4,963
+1,651
29
$942K 0.14%
2,568
+1,860
30
$923K 0.14%
33,371
+204
31
$915K 0.14%
6,268
-1,182
32
$858K 0.13%
2,702
+551
33
$807K 0.12%
1,742
-100
34
$667K 0.1%
1,650
+150
35
$639K 0.1%
21,888
+25
36
$626K 0.09%
4,744
-27
37
$617K 0.09%
2,000
38
$585K 0.09%
+3,750
39
$579K 0.09%
100
+30
40
$568K 0.09%
1,926
41
$554K 0.08%
15,106
-75
42
$553K 0.08%
6,121
+1,121
43
$527K 0.08%
1,588
-83
44
$512K 0.08%
2,200
45
$451K 0.07%
3,000
46
$438K 0.07%
13,354
-9,277
47
$426K 0.06%
853
-31
48
$424K 0.06%
14,782
-1,260
49
$414K 0.06%
1,021
+104
50
$402K 0.06%
2,167
-1,903
1
2
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