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
51
$510K 0.14%
9,305
-1,236
52
$488K 0.14%
5,795
-1
53
$487K 0.14%
3,478
-639
54
$475K 0.13%
4,748
-408
55
$466K 0.13%
2,000
56
$463K 0.13%
1,812
57
$449K 0.13%
1,943
-411
58
$447K 0.13%
1,253
-155
59
$422K 0.12%
14,651
-1,374
60
$405K 0.11%
2,707
+2,543
61
$384K 0.11%
5,116
+4,616
62
$344K 0.1%
16,592
-1,412
63
$331K 0.09%
22,188
-56,904
64
$324K 0.09%
491
+15
65
$317K 0.09%
1,068
+37
66
$277K 0.08%
1,695
-400
67
$267K 0.07%
50,718
-36,868
68
$234K 0.07%
792
-6,196
69
$233K 0.07%
1,608
-178
70
$215K 0.06%
265
-173
71
$200K 0.06%
3,296
-685
72
$194K 0.05%
5,139
+1,250
73
$193K 0.05%
412
+50
74
$178K 0.05%
4,050
+1,000
75
$177K 0.05%
3,500
-350
1 2
3
4 5