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
101
$82.7K 0.02%
312
102
$79.6K 0.02%
386
-575
103
$78.7K 0.02%
16,386
104
$77.8K 0.02%
+100
105
$75.8K 0.02%
145
106
$72.6K 0.02%
+20
107
$69.7K 0.02%
1,150
108
$69.2K 0.02%
1,200
-200
109
$69K 0.02%
11,250
110
$65.8K 0.01%
320
111
$61.3K 0.01%
1,300
112
$58.7K 0.01%
375
113
$58.1K 0.01%
360
114
$58K 0.01%
400
115
$56.3K 0.01%
1,050
116
$56.3K 0.01%
562
117
$56.1K 0.01%
500
118
$55.1K 0.01%
1,247
+247
119
$54.8K 0.01%
+480
120
$54.4K 0.01%
400
-684
121
$52.3K 0.01%
1,457
122
$50.1K 0.01%
170
-189
123
$50.1K 0.01%
300
124
$48.6K 0.01%
+500
125
$47.7K 0.01%
2,980
-572
3 4
5
6 7