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
251
$4.09K ﹤0.01%
160
252
$4.08K ﹤0.01%
16
253
$3.94K ﹤0.01%
100
254
$3.93K ﹤0.01%
106
255
$3.82K ﹤0.01%
203
-9
256
$3.73K ﹤0.01%
28
257
$3.66K ﹤0.01%
300
258
$3.63K ﹤0.01%
7
259
$3.63K ﹤0.01%
24
260
$3.55K ﹤0.01%
200
-2,200
261
$3.53K ﹤0.01%
+200
262
$3.52K ﹤0.01%
200
-4,000
263
$3.43K ﹤0.01%
100
264
$3.37K ﹤0.01%
46
265
$3.3K ﹤0.01%
96
266
$3.28K ﹤0.01%
21
267
$3.27K ﹤0.01%
2
268
$3.21K ﹤0.01%
65
269
$3.13K ﹤0.01%
83
270
$3.11K ﹤0.01%
1,875
271
$3.11K ﹤0.01%
32
272
$2.98K ﹤0.01%
20
273
$2.96K ﹤0.01%
120
274
$2.93K ﹤0.01%
222
275
$2.84K ﹤0.01%
100
9 10
11
12 13