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
176
$16.3K ﹤0.01%
111
177
$15.9K ﹤0.01%
3,200
178
$15.7K ﹤0.01%
400
-50
179
$15.2K ﹤0.01%
500
180
$14.8K ﹤0.01%
120
181
$14.7K ﹤0.01%
150
182
$14.5K ﹤0.01%
125
-30,509
183
$13.9K ﹤0.01%
330
+130
184
$13.9K ﹤0.01%
30
185
$13.5K ﹤0.01%
267
186
$13.3K ﹤0.01%
361
187
$13.1K ﹤0.01%
100
188
$13K ﹤0.01%
100
189
$12.8K ﹤0.01%
1,000
190
$12.2K ﹤0.01%
145
191
$11.9K ﹤0.01%
+72
192
$11.8K ﹤0.01%
517
193
$11.7K ﹤0.01%
244
194
$11.6K ﹤0.01%
+180
195
$11.5K ﹤0.01%
+364
196
$10.6K ﹤0.01%
488
197
$10.6K ﹤0.01%
261
198
$10.5K ﹤0.01%
350
199
$10.5K ﹤0.01%
60
200
$10.4K ﹤0.01%
1,000
6 7
8
9 10