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
201
$18.1K ﹤0.01%
2,000
-2,000
202
$17.7K ﹤0.01%
+100
203
$17.5K ﹤0.01%
+166
204
$16.9K ﹤0.01%
62
205
$16.9K ﹤0.01%
+200
206
$16.6K ﹤0.01%
905
207
$16.5K ﹤0.01%
586
+286
208
$16.2K ﹤0.01%
408
+10
209
$15.8K ﹤0.01%
194
210
$14K ﹤0.01%
272
211
$14K ﹤0.01%
20
212
$13.9K ﹤0.01%
300
213
$13.4K ﹤0.01%
+10,000
214
$13.3K ﹤0.01%
+317
215
$13.2K ﹤0.01%
39
216
$13.1K ﹤0.01%
101
+91
217
$12.7K ﹤0.01%
100
218
$12.6K ﹤0.01%
530
219
$12.6K ﹤0.01%
568
220
$12.6K ﹤0.01%
+550
221
$12.3K ﹤0.01%
480
222
$12.1K ﹤0.01%
10,040
+6,000
223
$11.9K ﹤0.01%
333
224
$11.7K ﹤0.01%
250
225
$11K ﹤0.01%
56
7 8
9
10 11