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
151
$25.2K 0.01%
1,080
152
$25.1K 0.01%
1,000
-1,000
153
$25K 0.01%
7,260
-2,262
154
$24.5K 0.01%
520
155
$24.1K 0.01%
50
156
$22K ﹤0.01%
1,000
157
$21.9K ﹤0.01%
137
-17
158
$21.9K ﹤0.01%
750
159
$21.8K ﹤0.01%
900
160
$21.8K ﹤0.01%
3,053
161
$21.1K ﹤0.01%
+140
162
$20.6K ﹤0.01%
1,000
163
$20.1K ﹤0.01%
125
164
$20K ﹤0.01%
2,000
165
$19.8K ﹤0.01%
688
166
$19.6K ﹤0.01%
75
-60
167
$18.4K ﹤0.01%
41
+25
168
$18K ﹤0.01%
111
169
$17.9K ﹤0.01%
500
170
$17.5K ﹤0.01%
210
171
$17.4K ﹤0.01%
+100
172
$17.2K ﹤0.01%
500
173
$17.1K ﹤0.01%
100
174
$17K ﹤0.01%
150
175
$16.4K ﹤0.01%
+9,847
5 6
7
8 9