HI

Hoey Investments Portfolio holdings

AUM $739M
1-Year Est. Return 46.16%
This Quarter Est. Return
1 Year Est. Return
+46.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$449M
AUM Growth
+$96.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$6.72M
3
+$4.34M
4
ARM icon
Arm
ARM
+$3.65M
5
PANW icon
Palo Alto Networks
PANW
+$2.96M

Top Sells

1
+$24M
2
+$2.17M
3
+$1.16M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$736K
5
JNJ icon
Johnson & Johnson
JNJ
+$698K

Sector Composition

1 Technology 50.58%
2 Consumer Discretionary 23.2%
3 Communication Services 11.24%
4 Financials 5.1%
5 Healthcare 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5.98K ﹤0.01%
504
227
$5.92K ﹤0.01%
120
228
$5.76K ﹤0.01%
89
229
$5.45K ﹤0.01%
92
230
$5.43K ﹤0.01%
13
231
$5.25K ﹤0.01%
200
232
$5.05K ﹤0.01%
39
233
$5.01K ﹤0.01%
26
234
$4.9K ﹤0.01%
+300
235
$4.84K ﹤0.01%
+50
236
$4.83K ﹤0.01%
41
237
$4.8K ﹤0.01%
2,394
+2
238
$4.75K ﹤0.01%
24
239
$4.74K ﹤0.01%
75
240
$4.7K ﹤0.01%
50
241
$4.6K ﹤0.01%
+750
242
$4.59K ﹤0.01%
21
-60
243
$4.57K ﹤0.01%
46
244
$4.53K ﹤0.01%
100
245
$4.5K ﹤0.01%
30
246
$4.34K ﹤0.01%
1,758
+943
247
$4.23K ﹤0.01%
57
248
$4.2K ﹤0.01%
60
249
$4.16K ﹤0.01%
300
250
$4.13K ﹤0.01%
150
8 9
10
11 12