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
101
$97.5K 0.01%
320
102
$96.9K 0.01%
1,112
103
$95.2K 0.01%
865
104
$91K 0.01%
+1,839
105
$90.9K 0.01%
1,310
-34
106
$89.6K 0.01%
145
107
$87.9K 0.01%
5,625
108
$86.5K 0.01%
350
109
$85.3K 0.01%
2,750
+2,000
110
$84.8K 0.01%
1,050
111
$83.8K 0.01%
849
112
$81.9K 0.01%
105
113
$81.7K 0.01%
446
114
$81.5K 0.01%
1,550
+50
115
$80.2K 0.01%
1,336
+814
116
$79.3K 0.01%
434
117
$79.3K 0.01%
3,350
118
$78.9K 0.01%
636
+174
119
$77.6K 0.01%
1,500
120
$77.6K 0.01%
177
121
$76.9K 0.01%
904
122
$76K 0.01%
297
123
$75.2K 0.01%
870
124
$74.6K 0.01%
580
125
$74.5K 0.01%
1,173
3 4
5
6 7