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
101
$70.5K 0.02%
4,200
-750
102
$68.9K 0.02%
145
103
$68.2K 0.02%
+3,675
104
$68.1K 0.02%
11,250
105
$65.2K 0.02%
3,552
106
$64.1K 0.02%
1,300
107
$61.5K 0.02%
360
-100
108
$61.2K 0.02%
320
109
$59.8K 0.02%
400
110
$58.9K 0.02%
300
111
$56.1K 0.02%
94
112
$54.3K 0.02%
312
113
$53.5K 0.02%
375
114
$53.3K 0.01%
250
115
$52K 0.01%
394
-66
116
$51.8K 0.01%
+630
117
$50.7K 0.01%
1,457
118
$50.5K 0.01%
800
119
$50.5K 0.01%
+562
120
$50.3K 0.01%
1,000
121
$50.1K 0.01%
1,150
122
$48.3K 0.01%
2,000
123
$47.5K 0.01%
1,050
124
$47.1K 0.01%
+850
125
$45.3K 0.01%
210
3 4
5
6 7