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
$353M
AUM Growth
+$54.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$7.94M
3
+$7.15M
4
AMGN icon
Amgen
AMGN
+$2.35M
5
PANW icon
Palo Alto Networks
PANW
+$1.35M

Top Sells

1
+$3.54M
2
+$2.87M
3
+$2.81M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.5M
5
AAPL icon
Apple
AAPL
+$2.19M

Sector Composition

1 Technology 51.21%
2 Consumer Discretionary 23.56%
3 Communication Services 6.76%
4 Financials 5.19%
5 Healthcare 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6.55K ﹤0.01%
83
227
$6.55K ﹤0.01%
16
228
$6.33K ﹤0.01%
+2,500
229
$6.31K ﹤0.01%
+200
230
$6.26K ﹤0.01%
+100
231
$5.99K ﹤0.01%
20
232
$5.91K ﹤0.01%
504
233
$5.79K ﹤0.01%
+120
234
$5.65K ﹤0.01%
44
235
$5.43K ﹤0.01%
50
236
$5.3K ﹤0.01%
92
237
$5.29K ﹤0.01%
13
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$5.1K ﹤0.01%
32
239
$5.09K ﹤0.01%
100
240
$5.02K ﹤0.01%
+70
241
$4.93K ﹤0.01%
67
242
$4.77K ﹤0.01%
39
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$4.77K ﹤0.01%
24
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$4.76K ﹤0.01%
300
245
$4.42K ﹤0.01%
77
246
$4.35K ﹤0.01%
60
247
$4.21K ﹤0.01%
26
248
$4.16K ﹤0.01%
30
249
$4.12K ﹤0.01%
46
250
$4.1K ﹤0.01%
106
8 9
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