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
$501M
AUM Growth
-$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$1.57M
3
+$1.44M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.43M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$960K

Top Sells

1
+$1.7M
2
+$1.08M
3
+$1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$741K
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$667K

Sector Composition

1 Technology 22.17%
2 Financials 11.88%
3 Healthcare 10.02%
4 Communication Services 9.77%
5 Industrials 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
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