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
51
$485K 0.07%
675
+575
52
$470K 0.06%
2,000
+550
53
$470K 0.06%
2,533
+300
54
$463K 0.06%
2,334
55
$454K 0.06%
13,931
-851
56
$453K 0.06%
934
-87
57
$420K 0.06%
6,894
-167
58
$415K 0.06%
14,000
59
$378K 0.05%
1,353
-305
60
$370K 0.05%
1,723
-75
61
$365K 0.05%
10,466
+2,264
62
$353K 0.05%
2,411
-159
63
$349K 0.05%
377
-20
64
$347K 0.05%
17,624
+5,000
65
$341K 0.05%
600
66
$331K 0.04%
5,095
67
$325K 0.04%
1,068
68
$323K 0.04%
6,041
-1
69
$308K 0.04%
460
70
$307K 0.04%
1,976
-8
71
$305K 0.04%
1,520
+20
72
$297K 0.04%
2,220
-10
73
$281K 0.04%
1,738
+801
74
$271K 0.04%
552
-98
75
$270K 0.04%
2,398
-34
1 2
3
4 5