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
251
$4.07K ﹤0.01%
150
252
$4.05K ﹤0.01%
100
-2,500
253
$3.99K ﹤0.01%
300
254
$3.98K ﹤0.01%
28
255
$3.92K ﹤0.01%
2,392
256
$3.86K ﹤0.01%
75
257
$3.78K ﹤0.01%
16
258
$3.69K ﹤0.01%
100
259
$3.65K ﹤0.01%
160
260
$3.5K ﹤0.01%
+100
261
$3.5K ﹤0.01%
41
262
$3.48K ﹤0.01%
46
263
$3.42K ﹤0.01%
57
264
$3.41K ﹤0.01%
24
+4
265
$3.3K ﹤0.01%
7
266
$3.28K ﹤0.01%
70
-50
267
$3.26K ﹤0.01%
96
268
$3.06K ﹤0.01%
212
-2
269
$3.04K ﹤0.01%
1,875
270
$3.02K ﹤0.01%
24
271
$2.98K ﹤0.01%
32
272
$2.94K ﹤0.01%
83
273
$2.93K ﹤0.01%
65
274
$2.87K ﹤0.01%
222
275
$2.87K ﹤0.01%
32
9 10
11
12 13