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
$253M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$1.52M
3
+$1.42M
4
BDJ icon
BlackRock Enhanced Equity Dividend Trust
BDJ
+$1.41M
5
BGY icon
BlackRock Enhanced International Dividend Trust
BGY
+$1.32M

Top Sells

1
+$26.4M
2
+$1.19M
3
+$685K
4
TECL icon
Direxion Daily Technology Bull 3x Shares
TECL
+$651K
5
DFEN icon
Direxion Daily Aerospace & Defense Bull 3X Shares
DFEN
+$626K

Sector Composition

1 Technology 44.93%
2 Consumer Discretionary 19.32%
3 Financials 8.52%
4 Healthcare 6.09%
5 Industrials 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6.97K ﹤0.01%
89
227
$6.7K ﹤0.01%
125
228
$6.58K ﹤0.01%
107
229
$6.38K ﹤0.01%
65
230
$6.38K ﹤0.01%
56
231
$6.36K ﹤0.01%
+100
232
$6.14K ﹤0.01%
1,000
233
$6.13K ﹤0.01%
50
234
$5.94K ﹤0.01%
+56
235
$5.92K ﹤0.01%
504
236
$5.78K ﹤0.01%
15
237
$5.43K ﹤0.01%
83
238
$5.41K ﹤0.01%
+68
239
$5.11K ﹤0.01%
20
240
$4.97K ﹤0.01%
+92
241
$4.93K ﹤0.01%
90
242
$4.87K ﹤0.01%
39
243
$4.73K ﹤0.01%
+24
244
$4.73K ﹤0.01%
300
245
$4.59K ﹤0.01%
+44
246
$4.58K ﹤0.01%
+32
247
$4.57K ﹤0.01%
+89
248
$4.53K ﹤0.01%
+19
249
$4.46K ﹤0.01%
73
250
$4.42K ﹤0.01%
+21
8 9
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