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
201
$23.2K ﹤0.01%
30
202
$22.4K ﹤0.01%
250
203
$22.3K ﹤0.01%
209
-18
204
$22K ﹤0.01%
905
205
$21.6K ﹤0.01%
750
206
$21.3K ﹤0.01%
500
207
$20.5K ﹤0.01%
450
208
$20K ﹤0.01%
165
209
$19.6K ﹤0.01%
152
+100
210
$19.4K ﹤0.01%
59
-14
211
$19.4K ﹤0.01%
3,053
212
$19.3K ﹤0.01%
230
+200
213
$19.1K ﹤0.01%
58
214
$18.3K ﹤0.01%
868
+368
215
$18K ﹤0.01%
2,000
216
$17.8K ﹤0.01%
190
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$16.9K ﹤0.01%
586
218
$16.9K ﹤0.01%
200
219
$16.5K ﹤0.01%
244
220
$16.1K ﹤0.01%
62
221
$16.1K ﹤0.01%
194
222
$15.2K ﹤0.01%
20
223
$15K ﹤0.01%
272
224
$14.4K ﹤0.01%
408
225
$14.3K ﹤0.01%
39