HI

Hoey Investments Portfolio holdings

AUM $668M
1-Year Est. Return 32.73%
This Quarter Est. Return
1 Year Est. Return
+32.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$327M
AUM Growth
+$40.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$2.91M
3
+$2.63M
4
GS icon
Goldman Sachs
GS
+$2.63M
5
BHP icon
BHP
BHP
+$2.45M

Top Sells

1
+$14.8M
2
+$8.2M
3
+$7.46M
4
NVDA icon
NVIDIA
NVDA
+$6.65M
5
XYZ
Block Inc
XYZ
+$4.6M

Sector Composition

1 Technology 38.51%
2 Consumer Discretionary 23.93%
3 Financials 8.99%
4 Consumer Staples 6.73%
5 Communication Services 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2K ﹤0.01%
84
202
$2K ﹤0.01%
19
-300
203
$2K ﹤0.01%
263
204
$2K ﹤0.01%
19
+2
205
$2K ﹤0.01%
42
206
$2K ﹤0.01%
25
207
$2K ﹤0.01%
65
208
$2K ﹤0.01%
24
209
$1K ﹤0.01%
8
210
$1K ﹤0.01%
177
211
$1K ﹤0.01%
+80
212
$1K ﹤0.01%
22
213
$1K ﹤0.01%
30
+25
214
$1K ﹤0.01%
5
215
$1K ﹤0.01%
21
216
$1K ﹤0.01%
24
217
$1K ﹤0.01%
15
218
$1K ﹤0.01%
4
219
$1K ﹤0.01%
42
220
$1K ﹤0.01%
70
221
– –
-113
222
– –
-21
223
– –
-3,780
224
– –
-1,925
225
– –
-101
7 8
9
10 11