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
126
$45.2K 0.01%
150
127
$42.2K 0.01%
345
-49
128
$42K 0.01%
200
-50
129
$42K 0.01%
400
130
$41.5K 0.01%
210
131
$40.9K 0.01%
1,467
132
$39K 0.01%
539
133
$38.6K 0.01%
435
-195
134
$37.4K 0.01%
3,207
135
$36.8K 0.01%
525
136
$35.8K 0.01%
142
-600
137
$35.2K 0.01%
1,000
138
$34.1K 0.01%
300
139
$34K 0.01%
+913
140
$33.4K 0.01%
4,000
141
$32.7K 0.01%
200
142
$30.5K 0.01%
853
143
$29.2K 0.01%
622
144
$29K 0.01%
176
-22
145
$27.8K 0.01%
572
146
$26.6K 0.01%
1,000
147
$26K 0.01%
200
148
$25.8K 0.01%
305
-270
149
$25.3K 0.01%
+1,100
150
$25.2K 0.01%
190
4 5
6
7 8