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
$523M
AUM Growth
+$74.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
412
New
Increased
Reduced
Closed

Top Buys

1
+$6.77M
2
+$6.01M
3
+$2.74M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.46M
5
NVDA icon
NVIDIA
NVDA
+$2.3M

Top Sells

1
+$4.04M
2
+$2.2M
3
+$1.59M
4
AAPL icon
Apple
AAPL
+$1.57M
5
SLB icon
SLB Ltd
SLB
+$1.41M

Sector Composition

1 Technology 53.94%
2 Consumer Discretionary 22.09%
3 Communication Services 11.18%
4 Financials 4.92%
5 Industrials 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$15.6K ﹤0.01%
60
177
$15.2K ﹤0.01%
142
+22
178
$14.6K ﹤0.01%
143
-4
179
$14.6K ﹤0.01%
9,847
180
$13.9K ﹤0.01%
72
181
$13.5K ﹤0.01%
+183
182
$13.2K ﹤0.01%
290
183
$13.2K ﹤0.01%
244
184
$12.9K ﹤0.01%
500
-500
185
$12.5K ﹤0.01%
300
186
$11.6K ﹤0.01%
361
187
$11.6K ﹤0.01%
39
188
$11.6K ﹤0.01%
45
-105
189
$10.9K ﹤0.01%
2,000
190
$10.8K ﹤0.01%
+112
191
$10.8K ﹤0.01%
364
192
$10.6K ﹤0.01%
21
-4
193
$10.4K ﹤0.01%
+300
194
$10.4K ﹤0.01%
101
195
$10.2K ﹤0.01%
+300
196
$9.92K ﹤0.01%
448
197
$9.83K ﹤0.01%
784
+281
198
$9.73K ﹤0.01%
325
199
$9.71K ﹤0.01%
68
200
$9.61K ﹤0.01%
56
6 7
8
9 10