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
76
$213K 0.03%
203
-1
77
$206K 0.03%
8,202
-17,216
78
$187K 0.03%
1,408
-5
79
$181K 0.03%
319
-65
80
$176K 0.03%
1,102
-100
81
$167K 0.03%
944
-11
82
$165K 0.02%
+3,800
83
$163K 0.02%
5,150
84
$153K 0.02%
393
-750
85
$150K 0.02%
466
-68
86
$144K 0.02%
704
87
$142K 0.02%
736
88
$138K 0.02%
3,191
89
$138K 0.02%
1,317
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90
$138K 0.02%
348
91
$137K 0.02%
693
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92
$133K 0.02%
937
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93
$132K 0.02%
4,979
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94
$122K 0.02%
2,471
95
$119K 0.02%
1,719
96
$109K 0.02%
312
97
$106K 0.02%
1,653
98
$105K 0.02%
2,942
99
$103K 0.02%
4,671
+1,877
100
$99.1K 0.01%
1,259
-310
2 3
4
5 6