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
151
$26.1K 0.01%
1,000
152
$24.5K 0.01%
1,000
153
$24.4K 0.01%
130
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154
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$22.6K 0.01%
525
157
$22.4K 0.01%
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167
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169
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500
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174
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1,000
175
$16.7K ﹤0.01%
210
+60