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
$523M
AUM Growth
+$74.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
412
New
Increased
Reduced
Closed

Top Buys

1
+$6.77M
2
+$6.01M
3
+$2.74M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.46M
5
NVDA icon
NVIDIA
NVDA
+$2.3M

Top Sells

1
+$4.04M
2
+$2.2M
3
+$1.59M
4
AAPL icon
Apple
AAPL
+$1.57M
5
SLB icon
SLB Ltd
SLB
+$1.41M

Sector Composition

1 Technology 53.94%
2 Consumer Discretionary 22.09%
3 Communication Services 11.18%
4 Financials 4.92%
5 Industrials 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$79.9K 0.02%
439
-61
102
$76.8K 0.01%
1,000
-1,000
103
$76.3K 0.01%
+3,974
104
$74K 0.01%
531
-916
105
$73.4K 0.01%
16,386
106
$71.3K 0.01%
410
+10
107
$69.3K 0.01%
312
108
$68.8K 0.01%
320
109
$68.1K 0.01%
1,300
110
$67.8K 0.01%
861
-2,674
111
$66K 0.01%
+1,700
112
$62.6K 0.01%
+1,000
113
$61.8K 0.01%
2,980
114
$60.7K 0.01%
440
-40
115
$56.9K 0.01%
375
116
$55.1K 0.01%
562
117
$54.5K 0.01%
+1,595
118
$53.7K 0.01%
1,050
119
$53.2K 0.01%
500
120
$51.6K 0.01%
+213
121
$51.5K 0.01%
400
122
$50.5K 0.01%
500
123
$50.4K 0.01%
400
124
$47.2K 0.01%
800
-3,300
125
$44.7K 0.01%
920
+400
3 4
5
6 7