HI

Hoey Investments Portfolio holdings

AUM $739M
1-Year Est. Return 46.16%
This Quarter Est. Return
1 Year Est. Return
+46.16%
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
+$7.59M
2
+$3.91M
3
+$3.59M
4
NVDA icon
NVIDIA
NVDA
+$2.73M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.65M

Top Sells

1
+$2.65M
2
+$966K
3
+$825K
4
WMT icon
Walmart Inc
WMT
+$823K
5
MU icon
Micron Technology
MU
+$809K

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
ZTS icon
51
Zoetis
ZTS
$54.9B
$401K 0.06%
2,570
-263
COST icon
52
Costco
COST
$428B
$393K 0.06%
397
-1
TSM icon
53
TSMC
TSM
$1.78T
$376K 0.06%
1,658
NLR icon
54
VanEck Uranium + Nuclear Energy ETF
NLR
$4.43B
$369K 0.05%
3,320
-1,775
ALL icon
55
Allstate
ALL
$50.3B
$362K 0.05%
1,798
-128
PHYS icon
56
Sprott Physical Gold
PHYS
$16.8B
$355K 0.05%
+14,000
LNG icon
57
Cheniere Energy
LNG
$44.5B
$353K 0.05%
1,450
+600
GM icon
58
General Motors
GM
$75.4B
$347K 0.05%
7,061
-162
JNJ icon
59
Johnson & Johnson
JNJ
$527B
$341K 0.05%
2,233
-513
MA icon
60
Mastercard
MA
$484B
$337K 0.05%
600
CRWD icon
61
CrowdStrike
CRWD
$114B
$331K 0.05%
650
+400
GSK icon
62
GSK
GSK
$97.3B
$323K 0.05%
8,407
-4,972
MCD icon
63
McDonald's
MCD
$219B
$312K 0.05%
1,068
IBIT icon
64
iShares Bitcoin Trust
IBIT
$74.5B
$312K 0.05%
5,095
EEM icon
65
iShares MSCI Emerging Markets ETF
EEM
$22.9B
$291K 0.04%
6,042
+10
IVV icon
66
iShares Core S&P 500 ETF
IVV
$761B
$286K 0.04%
460
CVX icon
67
Chevron
CVX
$332B
$284K 0.04%
1,984
-193
CMI icon
68
Cummins
CMI
$79.9B
$283K 0.04%
864
-539
PNC icon
69
PNC Financial Services
PNC
$90.2B
$280K 0.04%
+1,500
BITO icon
70
ProShares Bitcoin Strategy ETF
BITO
$2.54B
$272K 0.04%
12,624
-3,500
LULU icon
71
lululemon athletica
LULU
$23.7B
$263K 0.04%
1,107
-203
XOM icon
72
Exxon Mobil
XOM
$548B
$262K 0.04%
2,432
-142
GOOGL icon
73
Alphabet (Google) Class A
GOOGL
$3.98T
$259K 0.04%
1,468
+200
PFE icon
74
Pfizer
PFE
$146B
$225K 0.03%
9,279
-202
LRCX icon
75
Lam Research
LRCX
$280B
$217K 0.03%
2,230
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3
4 5