HI

Hoey Investments Portfolio holdings

AUM $678M
1-Year Est. Return 35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$739M
AUM Growth
+$71.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$3.71M
2
+$1.19M
3
+$772K
4
META icon
Meta Platforms (Facebook)
META
+$741K
5
MS icon
Morgan Stanley
MS
+$686K

Top Sells

1
+$3.58M
2
+$836K
3
+$514K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$330K
5
ARM icon
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
26
$1.52M 0.21%
7,752
+1,631
27
$1.42M 0.19%
5,023
-307
28
$1.28M 0.17%
3,153
+585
29
$1.25M 0.17%
9,492
-1,003
30
$1.21M 0.16%
2,712
+10
31
$1.11M 0.15%
37,981
+4,610
32
$1.04M 0.14%
6,208
-60
33
$1.01M 0.14%
8,410
+410
34
$997K 0.13%
35,223
-513
35
$961K 0.13%
7,084
+3,764
36
$926K 0.13%
21,854
+8,500
37
$876K 0.12%
2,074
+1,210
38
$850K 0.12%
3,450
-300
39
$826K 0.11%
1,654
-88
40
$726K 0.1%
3,137
+970
41
$710K 0.1%
22,256
+368
42
$644K 0.09%
2,000
+350
43
$641K 0.09%
4,561
-183
44
$593K 0.08%
2,101
+175
45
$587K 0.08%
2,000
46
$567K 0.08%
2,625
+125
47
$542K 0.07%
1,552
-36
48
$532K 0.07%
15,306
+200
49
$494K 0.07%
3,000
50
$489K 0.07%
803
-50
1
2
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