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
$298M
AUM Growth
-$3.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$7.27M
2
+$3.19M
3
+$2.49M
4
JPM icon
JPMorgan Chase
JPM
+$1.55M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.51M

Top Sells

1
+$3.14M
2
+$916K
3
+$887K
4
SOXL icon
Direxion Daily Semiconductor Bull 3X Shares
SOXL
+$641K
5
BDJ icon
BlackRock Enhanced Equity Dividend Trust
BDJ
+$554K

Sector Composition

1 Technology 50.17%
2 Consumer Discretionary 21.53%
3 Financials 7.81%
4 Communication Services 3.98%
5 Healthcare 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6.48K ﹤0.01%
95
227
$6.42K ﹤0.01%
1,000
228
$6.33K ﹤0.01%
56
229
$6.18K ﹤0.01%
68
230
$6.15K ﹤0.01%
3,000
+2,000
231
$5.88K ﹤0.01%
500
232
$5.8K ﹤0.01%
83
233
$5.73K ﹤0.01%
16
+10
234
$5.72K ﹤0.01%
20
235
$5.52K ﹤0.01%
100
236
$5.44K ﹤0.01%
20
+4
237
$5.35K ﹤0.01%
504
238
$5.11K ﹤0.01%
70
239
$4.99K ﹤0.01%
+1,080
240
$4.97K ﹤0.01%
89
241
$4.88K ﹤0.01%
39
242
$4.87K ﹤0.01%
92
243
$4.86K ﹤0.01%
90
244
$4.84K ﹤0.01%
44
245
$4.78K ﹤0.01%
50
246
$4.54K ﹤0.01%
2,392
+500
247
$4.52K ﹤0.01%
13
248
$4.49K ﹤0.01%
+300
249
$4.46K ﹤0.01%
32
250
$4.3K ﹤0.01%
106
8 9
10
11 12