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
26
$1.33M 0.37%
+3,037
27
$1.2M 0.34%
22,857
-333
28
$1.19M 0.33%
12,185
+225
29
$1.16M 0.32%
5,812
-2,500
30
$1.1M 0.31%
8,334
-924
31
$1.1M 0.31%
2,151
-97
32
$1.09M 0.31%
2,403
-145
33
$1.09M 0.3%
5,517
-310
34
$1.07M 0.3%
6,277
-188
35
$1.06M 0.3%
60,273
-3,173
36
$978K 0.27%
6,553
-204
37
$959K 0.27%
3,088
-325
38
$958K 0.27%
3,675
+2,063
39
$890K 0.25%
14,755
-1,615
40
$873K 0.24%
1,906
+1,523
41
$845K 0.24%
31,112
+652
42
$834K 0.23%
10,843
-378
43
$786K 0.22%
1,481
-162
44
$758K 0.21%
32,430
-6,222
45
$719K 0.2%
20,017
+4,471
46
$664K 0.19%
+3,896
47
$646K 0.18%
84,057
-44,236
48
$632K 0.18%
3,015
+150
49
$595K 0.17%
14,788
-1,170
50
$585K 0.16%
3,772
+80
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2
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