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
176
$36.8K 0.01%
1,463
177
$36.7K 0.01%
1,100
178
$35.4K ﹤0.01%
562
179
$35.4K ﹤0.01%
228
+100
180
$34.6K ﹤0.01%
+200
181
$33.9K ﹤0.01%
235
182
$33.5K ﹤0.01%
1,000
-8
183
$33.3K ﹤0.01%
247
184
$33.1K ﹤0.01%
544
185
$32.6K ﹤0.01%
1,000
186
$32.5K ﹤0.01%
191
187
$32.3K ﹤0.01%
1,157
188
$31.8K ﹤0.01%
+500
189
$31.5K ﹤0.01%
+1,000
190
$31.3K ﹤0.01%
100
191
$30.5K ﹤0.01%
400
192
$29.9K ﹤0.01%
+500
193
$27.7K ﹤0.01%
233
-31
194
$27.1K ﹤0.01%
500
195
$26.9K ﹤0.01%
10,040
196
$25.3K ﹤0.01%
622
197
$25K ﹤0.01%
184
198
$24.5K ﹤0.01%
225
-125
199
$24.4K ﹤0.01%
+300
200
$24.4K ﹤0.01%
100
6 7
8
9 10