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
76
$174K 0.05%
501
+50
77
$173K 0.05%
1,215
-67
78
$170K 0.05%
350
79
$168K 0.05%
419
-2,198
80
$167K 0.05%
742
81
$158K 0.04%
+2,000
82
$156K 0.04%
961
-260
83
$151K 0.04%
+1,105
84
$151K 0.04%
1,835
+940
85
$133K 0.04%
+1,370
86
$130K 0.04%
1,569
87
$129K 0.04%
2,851
-615
88
$123K 0.03%
2,443
-372
89
$115K 0.03%
16,929
90
$113K 0.03%
1,084
-216
91
$109K 0.03%
2,000
92
$101K 0.03%
1,104
+1,086
93
$96.9K 0.03%
6,700
94
$96.3K 0.03%
2,685
-791
95
$95.6K 0.03%
1,400
-300
96
$94.3K 0.03%
4,331
-1,155
97
$92.8K 0.03%
1,028
98
$91.7K 0.03%
2,300
99
$88.5K 0.02%
16,386
+5,155
100
$86K 0.02%
359
-197
2 3
4
5 6