HI

Hoey Investments Portfolio holdings

AUM $737M
1-Year Est. Return 32.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.3%
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
+$16.4M
2
+$6.22M
3
+$3.48M
4
PANW icon
Palo Alto Networks
PANW
+$3.29M
5
ARM icon
Arm
ARM
+$3.09M

Top Sells

1
+$25.5M
2
+$1.79M
3
+$1.16M
4
JNJ icon
Johnson & Johnson
JNJ
+$702K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$701K

Sector Composition

1 Technology 50.58%
2 Consumer Discretionary 23.2%
3 Communication Services 11.24%
4 Financials 5.11%
5 Healthcare 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.38M 0.31%
23,472
-5,316
27
$1.24M 0.28%
2,938
+1,685
28
$1.16M 0.26%
3,612
+1,800
29
$1.02M 0.23%
5,836
-441
30
$981K 0.22%
1,944
+1,850
31
$980K 0.22%
53,425
-6,848
32
$930K 0.21%
1,880
-922
33
$877K 0.2%
5,561
-992
34
$842K 0.19%
1,851
-552
35
$826K 0.18%
11,655
-3,100
36
$814K 0.18%
32,157
-273
37
$774K 0.17%
17,059
-2,958
38
$738K 0.16%
1,890
-261
39
$736K 0.16%
2,528
-560
40
$723K 0.16%
1,505
-1,532
41
$721K 0.16%
3,515
+500
42
$701K 0.16%
1,678
+1,620
43
$698K 0.16%
3,973
-2,390
44
$698K 0.16%
21,771
-4,144
45
$683K 0.15%
4,038
-1,479
46
$681K 0.15%
82,568
-1,489
47
$667K 0.15%
1,147
-334
48
$653K 0.15%
1,701
+1,200
49
$636K 0.14%
18,682
-12,430
50
$617K 0.14%
14,873
-7,315
1
2
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