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
276
$2.85K ﹤0.01%
21
277
$2.84K ﹤0.01%
2
278
$2.83K ﹤0.01%
120
279
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81
280
$2.67K ﹤0.01%
73
281
$2.66K ﹤0.01%
34
282
$2.64K ﹤0.01%
127
283
$2.62K ﹤0.01%
20
284
$2.52K ﹤0.01%
52
285
$2.46K ﹤0.01%
40
-13,108
286
$2.39K ﹤0.01%
171
287
$2.37K ﹤0.01%
15
288
$2.36K ﹤0.01%
48
289
$2.35K ﹤0.01%
25
290
$2.12K ﹤0.01%
26
291
$2K ﹤0.01%
151
292
$1.91K ﹤0.01%
33
293
$1.9K ﹤0.01%
100
294
$1.88K ﹤0.01%
815
+315
295
$1.75K ﹤0.01%
1,000
296
$1.69K ﹤0.01%
25
297
$1.66K ﹤0.01%
50
298
$1.65K ﹤0.01%
25
299
$1.58K ﹤0.01%
55
300
$1.54K ﹤0.01%
52
10 11
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