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
126
$73.5K 0.01%
1,080
127
$73.1K 0.01%
189
128
$71.6K 0.01%
639
129
$70.9K 0.01%
4,500
130
$66.9K 0.01%
580
-250
131
$64.7K 0.01%
210
132
$63.9K 0.01%
712
133
$63.5K 0.01%
+2,586
134
$61.8K 0.01%
1,943
135
$61.3K 0.01%
2,509
+2,380
136
$60.6K 0.01%
216
137
$60.3K 0.01%
375
138
$59.3K 0.01%
1,668
139
$58.4K 0.01%
650
140
$56.7K 0.01%
995
141
$55.3K 0.01%
887
142
$52.1K 0.01%
1,302
+1,182
143
$48.3K 0.01%
375
144
$48.2K 0.01%
425
+411
145
$47.7K 0.01%
460
146
$46.9K 0.01%
+1,422
147
$46.9K 0.01%
482
-80
148
$46.4K 0.01%
+2,040
149
$45.5K 0.01%
400
150
$44.1K 0.01%
528
-81
4 5
6
7 8