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
51
$480K 0.14%
1,213
-922
52
$465K 0.14%
5,982
-3,990
53
$451K 0.13%
515
+385
54
$351K 0.1%
1,547
-2,402
55
$345K 0.1%
1,439
-8,835
56
$338K 0.1%
6,029
57
$290K 0.09%
2,072
-624
58
$280K 0.08%
2,500
-1,352
59
$277K 0.08%
1,224
-201
60
$256K 0.08%
+8,189
61
$243K 0.07%
1,686
+351
62
$242K 0.07%
11,134
-1,212
63
$194K 0.06%
1,850
+1,500
64
$190K 0.06%
325
-256
65
$186K 0.06%
10,298
+10,293
66
$178K 0.05%
3,127
-1,200
67
$142K 0.04%
921
-452
68
$137K 0.04%
12,750
+3,000
69
$132K 0.04%
+240
70
$125K 0.04%
1,760
+1,500
71
$125K 0.04%
5,155
+2,500
72
$123K 0.04%
16,929
73
$115K 0.03%
10,000
+3,000
74
$112K 0.03%
4,250
-5,250
75
$104K 0.03%
1,791
1 2
3
4 5