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
101
$50K 0.01%
2,904
102
$49K 0.01%
375
103
$48K 0.01%
713
-1,043
104
$47K 0.01%
612
-874
105
$47K 0.01%
947
-12,736
106
$41K 0.01%
+350
107
$41K 0.01%
237
108
$39K 0.01%
325
109
$36K 0.01%
1,076
110
$35K 0.01%
238
111
$35K 0.01%
125
-125
112
$34K 0.01%
1,958
+350
113
$34K 0.01%
400
-315
114
$34K 0.01%
977
115
$33K 0.01%
135
116
$33K 0.01%
197
-37
117
$33K 0.01%
400
118
$33K 0.01%
622
119
$32K 0.01%
597
120
$30K 0.01%
1,173
121
$30K 0.01%
1,050
122
$30K 0.01%
145
+100
123
$29K 0.01%
257
-763
124
$29K 0.01%
151
-286
125
$29K 0.01%
939
3 4
5
6 7