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
301
$1.5K ﹤0.01%
100
302
$1.48K ﹤0.01%
+100
303
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16
304
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20
305
$1.36K ﹤0.01%
163
+150
306
$1.36K ﹤0.01%
65
307
$1.35K ﹤0.01%
31
308
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125
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125
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$950 ﹤0.01%
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25
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-3,400
321
$660 ﹤0.01%
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$469 ﹤0.01%
4
323
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40
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10
325
$381 ﹤0.01%
3
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14 15