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
76
$209K 0.05%
251
-14
77
$199K 0.04%
1,044
-651
78
$193K 0.04%
1,090
-125
79
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1,447
+342
80
$190K 0.04%
8,331
+4,000
81
$181K 0.04%
1,478
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82
$172K 0.04%
419
83
$160K 0.04%
+2,150
84
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2,300
85
$158K 0.03%
1,569
86
$149K 0.03%
312
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87
$146K 0.03%
2,278
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88
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1,370
89
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2,000
90
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800
91
$132K 0.03%
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92
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4,000
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93
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1,500
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94
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6,700
95
$105K 0.02%
2,099
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96
$105K 0.02%
400
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97
$103K 0.02%
16,929
98
$96.5K 0.02%
500
-3,175
99
$94.2K 0.02%
1,888
-555
100
$89.6K 0.02%
2,605
-80
2 3
4
5 6