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
76
$98K 0.03%
535
-25
77
$96K 0.03%
1,000
+500
78
$93K 0.03%
1,030
-205
79
$93K 0.03%
+1,950
80
$93K 0.03%
1,569
+100
81
$90K 0.03%
1,390
-1,000
82
$86K 0.03%
+5,620
83
$84K 0.02%
750
84
$84K 0.02%
12,750
+5,000
85
$82K 0.02%
551
-160
86
$82K 0.02%
225
87
$74K 0.02%
1,822
-1,170
88
$73K 0.02%
475
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89
$73K 0.02%
171
90
$71K 0.02%
200
-100
91
$68K 0.02%
400
92
$68K 0.02%
135
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93
$68K 0.02%
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94
$62K 0.02%
500
95
$62K 0.02%
4,315
-1,929
96
$58K 0.02%
500
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97
$58K 0.02%
505
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98
$58K 0.02%
+625
99
$54K 0.02%
3,207
100
$50K 0.01%
400
-600
2 3
4
5 6