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
126
$80.1K 0.01%
105
127
$79.5K 0.01%
1,080
128
$79.2K 0.01%
870
129
$78.4K 0.01%
580
130
$78.1K 0.01%
22,000
+10,000
131
$75.4K 0.01%
1,000
+400
132
$73.8K 0.01%
210
133
$72.8K 0.01%
639
134
$72.7K 0.01%
650
135
$71.5K 0.01%
797
-52
136
$70.6K 0.01%
2,500
+2,400
137
$70.4K 0.01%
375
138
$68.1K 0.01%
1,943
139
$68K 0.01%
2,586
140
$67.3K 0.01%
712
141
$66.7K 0.01%
189
142
$65.5K 0.01%
1,668
143
$63.9K 0.01%
430
-150
144
$63.8K 0.01%
868
+4
145
$63K 0.01%
2,390
-119
146
$59.9K 0.01%
887
147
$59.6K 0.01%
995
148
$58.6K 0.01%
+350
149
$56.1K 0.01%
+500
150
$55.8K 0.01%
+1,000
4 5
6
7 8