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
51
$401K 0.06%
2,570
-263
52
$393K 0.06%
397
-1
53
$376K 0.06%
1,658
54
$369K 0.06%
3,320
-1,775
55
$362K 0.05%
1,798
-128
56
$355K 0.05%
+14,000
57
$353K 0.05%
1,450
+600
58
$347K 0.05%
7,061
-162
59
$341K 0.05%
2,233
-513
60
$337K 0.05%
600
61
$331K 0.05%
650
+400
62
$323K 0.05%
8,407
-4,972
63
$312K 0.05%
1,068
64
$312K 0.05%
5,095
65
$291K 0.04%
6,042
+10
66
$286K 0.04%
460
67
$284K 0.04%
1,984
-193
68
$283K 0.04%
864
-539
69
$280K 0.04%
+1,500
70
$272K 0.04%
12,624
-3,500
71
$263K 0.04%
1,107
-203
72
$262K 0.04%
2,432
-142
73
$259K 0.04%
1,468
+200
74
$225K 0.03%
9,279
-202
75
$217K 0.03%
2,230
1 2
3
4 5