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
51
$614K 0.13%
3,372
-400
52
$605K 0.13%
3,314
-582
53
$583K 0.13%
4,815
-3,519
54
$574K 0.13%
13,978
-810
55
$565K 0.12%
5,795
56
$526K 0.12%
+27,200
57
$514K 0.11%
2,973
-505
58
$499K 0.11%
2,000
59
$498K 0.11%
4,286
-462
60
$457K 0.1%
7,894
-1,411
61
$402K 0.09%
2,469
-238
62
$350K 0.08%
478
-13
63
$339K 0.07%
1,357
-586
64
$334K 0.07%
12,053
-2,598
65
$327K 0.07%
4,100
+2,100
66
$327K 0.07%
892
+100
67
$310K 0.07%
13,380
-3,212
68
$308K 0.07%
3,535
+1,700
69
$307K 0.07%
886
-1,020
70
$301K 0.07%
1,068
71
$281K 0.06%
6,691
+1,552
72
$272K 0.06%
1,608
73
$263K 0.06%
+2,600
74
$243K 0.05%
4,000
+500
75
$241K 0.05%
43,643
-7,075
1 2
3
4 5