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
151
$53.2K 0.01%
430
+100
152
$53.1K 0.01%
2,460
+2,000
153
$51.8K 0.01%
460
154
$51.4K 0.01%
1,422
155
$50.8K 0.01%
1,182
-120
156
$49K 0.01%
250
157
$48.5K 0.01%
+900
158
$48.5K 0.01%
423
159
$47.4K 0.01%
400
160
$47.1K 0.01%
2,040
161
$46.9K 0.01%
1,504
162
$46.6K 0.01%
375
163
$46.1K 0.01%
528
164
$45.2K 0.01%
395
-241
165
$44.7K 0.01%
+1,000
166
$43.9K 0.01%
524
167
$42.8K 0.01%
3,207
168
$42.7K 0.01%
960
169
$42K 0.01%
400
170
$40.5K 0.01%
530
+17
171
$40K 0.01%
1,557
172
$39.7K 0.01%
300
173
$38.3K 0.01%
275
174
$37.5K 0.01%
280
175
$37.5K 0.01%
556
+50
5 6
7
8 9