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
251
$2.05K ﹤0.01%
41
252
$1.99K ﹤0.01%
21
253
$1.96K ﹤0.01%
+300
254
$1.81K ﹤0.01%
151
-1,060
255
$1.8K ﹤0.01%
18
256
$1.75K ﹤0.01%
20
-12,404
257
$1.72K ﹤0.01%
+700
258
$1.7K ﹤0.01%
75
259
$1.69K ﹤0.01%
25
260
$1.56K ﹤0.01%
500
261
$1.56K ﹤0.01%
13
262
$1.56K ﹤0.01%
50
263
$1.25K ﹤0.01%
11
264
$1.23K ﹤0.01%
457
-118
265
$1.22K ﹤0.01%
24
266
$1.07K ﹤0.01%
48
267
$1.05K ﹤0.01%
10
268
$832 ﹤0.01%
20
269
$814 ﹤0.01%
20
270
$733 ﹤0.01%
65
271
$712 ﹤0.01%
25
272
$668 ﹤0.01%
19
273
$623 ﹤0.01%
21
274
$537 ﹤0.01%
15
275
$534 ﹤0.01%
15
9 10
11
12 13