H

HoyleCohen Portfolio holdings

AUM $1.32B
1-Year Est. Return 27.05%
This Quarter Est. Return
1 Year Est. Return
+27.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$506M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1 +$35.5M
2 +$17.9M
3 +$13.7M
4
MSFT icon
Microsoft
MSFT
+$13.5M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$13.4M

Top Sells

No sells this quarter

Sector Composition

1 Financials 16.07%
2 Technology 15.81%
3 Communication Services 10.08%
4 Energy 10.07%
5 Industrials 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$76K 0.02%
+20,600
152
$52K 0.01%
+5,000
153
$11K ﹤0.01%
+786
154
0