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
276
$2.79K ﹤0.01%
34
277
$2.76K ﹤0.01%
127
278
$2.72K ﹤0.01%
73
279
$2.68K ﹤0.01%
40
280
$2.66K ﹤0.01%
70
281
$2.61K ﹤0.01%
52
282
$2.55K ﹤0.01%
32
283
$2.48K ﹤0.01%
48
284
$2.4K ﹤0.01%
171
285
$2.31K ﹤0.01%
15
286
$2.29K ﹤0.01%
25
287
$2.25K ﹤0.01%
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288
$2.25K ﹤0.01%
151
289
$1.99K ﹤0.01%
33
290
$1.81K ﹤0.01%
50
291
$1.79K ﹤0.01%
65
292
$1.7K ﹤0.01%
55
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52
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$1.54K ﹤0.01%
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$1.48K ﹤0.01%
20
296
$1.46K ﹤0.01%
16
297
$1.43K ﹤0.01%
31
298
$1.41K ﹤0.01%
25
299
$1.34K ﹤0.01%
+300
300
$1.23K ﹤0.01%
+17
10 11
12
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