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
126
$29K 0.01%
302
127
$27K 0.01%
280
-577
128
$27K 0.01%
500
+457
129
$25K 0.01%
2,775
130
$24K 0.01%
1,211
131
$23K 0.01%
1,347
132
$23K 0.01%
164
133
$22K 0.01%
166
134
$21K 0.01%
+120
135
$21K 0.01%
160
-210
136
$20K 0.01%
517
137
$20K 0.01%
134
138
$20K 0.01%
1,238
139
$20K 0.01%
+250
140
$19K 0.01%
+1,000
141
$18K 0.01%
750
142
$18K 0.01%
119
143
$18K 0.01%
120
+100
144
$18K 0.01%
150
145
$17K 0.01%
254
-507
146
$17K 0.01%
+551
147
$17K 0.01%
171
148
$17K 0.01%
500
149
$16K ﹤0.01%
856
150
$16K ﹤0.01%
289
-103
4 5
6
7 8