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
251
$4.21K ﹤0.01%
55
-16
252
$4.21K ﹤0.01%
285
253
$4.18K ﹤0.01%
+102
254
$4.18K ﹤0.01%
+60
255
$4.17K ﹤0.01%
150
256
$4.1K ﹤0.01%
13
-200
257
$4.07K ﹤0.01%
173
-2
258
$4.02K ﹤0.01%
+28
259
$3.93K ﹤0.01%
30
260
$3.92K ﹤0.01%
+72
261
$3.88K ﹤0.01%
+46
262
$3.86K ﹤0.01%
35
263
$3.79K ﹤0.01%
+20
264
$3.79K ﹤0.01%
94
+44
265
$3.59K ﹤0.01%
+32
266
$3.54K ﹤0.01%
10
-18
267
$3.45K ﹤0.01%
+26
268
$3.41K ﹤0.01%
+65
269
$3.39K ﹤0.01%
+16
270
$3.38K ﹤0.01%
+160
271
$3.38K ﹤0.01%
+106
272
$3.35K ﹤0.01%
+73
273
$3.22K ﹤0.01%
+7
274
$3.15K ﹤0.01%
+83
275
$3.1K ﹤0.01%
+57
9 10
11
12 13