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
$230M
AUM Growth
-$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
324
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$762K
3
+$746K
4
SOXL icon
Direxion Daily Semiconductor Bull 3X Shares
SOXL
+$706K
5
DFEN icon
Direxion Daily Aerospace & Defense Bull 3X Shares
DFEN
+$617K

Top Sells

1
+$4.92M
2
+$2.53M
3
+$1.29M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.25M
5
MSFT icon
Microsoft
MSFT
+$1.23M

Sector Composition

1 Technology 37.23%
2 Consumer Discretionary 17.27%
3 Financials 8.96%
4 Healthcare 7.85%
5 Energy 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5.53K ﹤0.01%
70
+10
227
$5.29K ﹤0.01%
56
228
$5.09K ﹤0.01%
300
229
$5.05K ﹤0.01%
+15
230
$5.04K ﹤0.01%
90
231
$4.96K ﹤0.01%
92
+12
232
$4.89K ﹤0.01%
175
-22
233
$4.74K ﹤0.01%
1,100
234
$4.7K ﹤0.01%
83
235
$4.59K ﹤0.01%
25
236
$4.58K ﹤0.01%
483
-156
237
$4.48K ﹤0.01%
73
238
$4.38K ﹤0.01%
150
239
$4.11K ﹤0.01%
30
240
$4.08K ﹤0.01%
39
241
$4.07K ﹤0.01%
115
-750
242
$4.05K ﹤0.01%
110
+8
243
$3.73K ﹤0.01%
35
244
$3.69K ﹤0.01%
71
-287
245
$3.19K ﹤0.01%
12
246
$3.17K ﹤0.01%
285
247
$2.78K ﹤0.01%
222
-634
248
$2.38K ﹤0.01%
100
249
$2.31K ﹤0.01%
15
250
$2.23K ﹤0.01%
171
-1,176
8 9
10
11 12