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
151
$15K ﹤0.01%
271
152
$15K ﹤0.01%
572
153
$14K ﹤0.01%
375
154
$13K ﹤0.01%
213
155
$13K ﹤0.01%
+50
156
$13K ﹤0.01%
82
157
$12K ﹤0.01%
610
158
$12K ﹤0.01%
270
159
$11K ﹤0.01%
+20
160
$11K ﹤0.01%
226
161
$11K ﹤0.01%
+80
162
$11K ﹤0.01%
66
163
$11K ﹤0.01%
282
164
$11K ﹤0.01%
27
165
$10K ﹤0.01%
311
-2
166
$10K ﹤0.01%
13
167
$10K ﹤0.01%
138
168
$10K ﹤0.01%
1,000
169
$9K ﹤0.01%
349
170
$9K ﹤0.01%
+30
171
$9K ﹤0.01%
259
+124
172
$8K ﹤0.01%
72
173
$8K ﹤0.01%
33
-4
174
$8K ﹤0.01%
135
175
$8K ﹤0.01%
29
5 6
7
8 9