HI

Hoey Investments Portfolio holdings

AUM $678M
1-Year Est. Return 35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$739M
AUM Growth
+$71.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$3.71M
2
+$1.19M
3
+$772K
4
META icon
Meta Platforms (Facebook)
META
+$741K
5
MS icon
Morgan Stanley
MS
+$686K

Top Sells

1
+$3.58M
2
+$836K
3
+$514K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$330K
5
ARM icon
Arm
ARM
+$308K

Sector Composition

1 Technology 52.85%
2 Consumer Discretionary 18.65%
3 Communication Services 14.31%
4 Financials 6.71%
5 Industrials 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$113K 0.02%
1,653
102
$109K 0.01%
323
+11
103
$109K 0.01%
4,671
104
$105K 0.01%
1,105
-7
105
$104K 0.01%
865
106
$104K 0.01%
4,547
-432
107
$104K 0.01%
+2,000
108
$103K 0.01%
575
+150
109
$100K 0.01%
1,848
+9
110
$99K 0.01%
4,500
111
$96.6K 0.01%
145
112
$92.4K 0.01%
2,942
113
$91.3K 0.01%
900
-4
114
$91.3K 0.01%
446
115
$91.3K 0.01%
350
116
$89.2K 0.01%
297
117
$88.1K 0.01%
1,336
118
$87.2K 0.01%
1,155
-155
119
$86.5K 0.01%
+450
120
$86K 0.01%
2,750
121
$84.9K 0.01%
1,062
122
$84.4K 0.01%
434
123
$83.3K 0.01%
136
-183
124
$81.7K 0.01%
1,050
125
$81.6K 0.01%
1,203
+30
3 4
5
6 7