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
176
$31.3K ﹤0.01%
544
177
$30K ﹤0.01%
100
178
$29.7K ﹤0.01%
235
179
$29.3K ﹤0.01%
+1,157
180
$28.9K ﹤0.01%
264
-4
181
$28.2K ﹤0.01%
129
182
$26.7K ﹤0.01%
513
+213
183
$25.7K ﹤0.01%
+191
184
$23.9K ﹤0.01%
622
185
$22.9K ﹤0.01%
227
-13
186
$22.7K ﹤0.01%
+500
187
$22.6K ﹤0.01%
1,008
+8
188
$22.2K ﹤0.01%
73
+22
189
$22K ﹤0.01%
30
190
$22K ﹤0.01%
184
-16
191
$21.8K ﹤0.01%
165
192
$21.7K ﹤0.01%
58
193
$21.2K ﹤0.01%
250
194
$21K ﹤0.01%
72
195
$20.8K ﹤0.01%
3,053
196
$20.8K ﹤0.01%
100
197
$20.5K ﹤0.01%
500
198
$19.5K ﹤0.01%
128
199
$19.2K ﹤0.01%
+450
200
$18.2K ﹤0.01%
244
6 7
8
9 10