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
151
$44.1K 0.01%
+423
152
$43.3K 0.01%
250
+60
153
$43.1K 0.01%
+1,504
154
$42.9K 0.01%
10,000
-5,000
155
$42.9K 0.01%
300
156
$42.6K 0.01%
400
157
$42.2K 0.01%
3,207
158
$42K 0.01%
562
159
$41.4K 0.01%
600
160
$40.2K 0.01%
+247
161
$39.7K 0.01%
+1,557
162
$39.1K 0.01%
400
163
$38.9K 0.01%
330
164
$38.3K 0.01%
275
-70
165
$38.1K 0.01%
280
166
$36.6K 0.01%
+1,463
167
$36.3K 0.01%
506
-553
168
$35.9K 0.01%
524
169
$35K 0.01%
+100
170
$33.2K 0.01%
+1,100
171
$33K ﹤0.01%
960
172
$32.8K ﹤0.01%
+12,000
173
$32.6K ﹤0.01%
+1,000
174
$32.5K ﹤0.01%
+750
175
$31.9K ﹤0.01%
+350
5 6
7
8 9