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
176
$16.4K ﹤0.01%
+200
177
$16.3K ﹤0.01%
568
178
$16.3K ﹤0.01%
400
179
$16.3K ﹤0.01%
300
-211
180
$16.1K ﹤0.01%
30
181
$15.9K ﹤0.01%
125
182
$15.1K ﹤0.01%
330
183
$15K ﹤0.01%
3,200
184
$14.5K ﹤0.01%
120
185
$14.1K ﹤0.01%
244
186
$13.9K ﹤0.01%
25
-50
187
$13.7K ﹤0.01%
145
188
$13.7K ﹤0.01%
72
189
$13.5K ﹤0.01%
60
190
$13.3K ﹤0.01%
361
191
$13.2K ﹤0.01%
+125
192
$13.1K ﹤0.01%
100
193
$13.1K ﹤0.01%
1,000
194
$13K ﹤0.01%
147
-957
195
$11.5K ﹤0.01%
1,000
196
$11.2K ﹤0.01%
39
197
$10.7K ﹤0.01%
364
198
$10.6K ﹤0.01%
350
199
$10.2K ﹤0.01%
101
200
$10.2K ﹤0.01%
855
-77
6 7
8
9 10