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
126
$44.5K 0.01%
575
127
$44.1K 0.01%
567
128
$42.8K 0.01%
9,522
-5,808
129
$41.8K 0.01%
700
-17,265
130
$41.3K 0.01%
500
131
$40.8K 0.01%
2,400
132
$39.5K 0.01%
150
133
$37.4K 0.01%
1,467
+325
134
$37.1K 0.01%
539
-16
135
$35.7K 0.01%
+690
136
$35.3K 0.01%
400
137
$34.6K 0.01%
75
+50
138
$34.2K 0.01%
3,207
139
$33K 0.01%
300
-200
140
$32K 0.01%
135
141
$31.4K 0.01%
4,000
142
$30.5K 0.01%
622
143
$28.9K 0.01%
+1,000
144
$28.4K 0.01%
572
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145
$27.6K 0.01%
853
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146
$27K 0.01%
198
147
$26.9K 0.01%
400
148
$26.7K 0.01%
200
149
$26.6K 0.01%
200
150
$26.2K 0.01%
511
4 5
6
7 8