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
201
$10.2K ﹤0.01%
325
202
$9.66K ﹤0.01%
448
-40
203
$9.57K ﹤0.01%
231
-30
204
$9.38K ﹤0.01%
30
205
$9.26K ﹤0.01%
313
+46
206
$8.73K ﹤0.01%
68
207
$8.73K ﹤0.01%
56
208
$8.59K ﹤0.01%
32
209
$8.22K ﹤0.01%
56
210
$8.21K ﹤0.01%
500
211
$8.21K ﹤0.01%
125
212
$8.12K ﹤0.01%
516
213
$8.11K ﹤0.01%
835
214
$7.47K ﹤0.01%
107
215
$6.85K ﹤0.01%
83
216
$6.83K ﹤0.01%
30
-100
217
$6.82K ﹤0.01%
100
218
$6.81K ﹤0.01%
125
219
$6.69K ﹤0.01%
45
220
$6.67K ﹤0.01%
+503
221
$6.62K ﹤0.01%
32
222
$6.33K ﹤0.01%
95
223
$6.32K ﹤0.01%
+111
224
$6.05K ﹤0.01%
44
225
$6K ﹤0.01%
6,000
7 8
9
10 11