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
251
$4.2K ﹤0.01%
24
252
$4.16K ﹤0.01%
60
253
$4.13K ﹤0.01%
73
254
$4.03K ﹤0.01%
+1,875
255
$4.02K ﹤0.01%
300
256
$3.93K ﹤0.01%
30
257
$3.86K ﹤0.01%
72
258
$3.85K ﹤0.01%
+77
259
$3.77K ﹤0.01%
26
260
$3.72K ﹤0.01%
214
-7
261
$3.69K ﹤0.01%
46
262
$3.63K ﹤0.01%
35
263
$3.53K ﹤0.01%
150
264
$3.37K ﹤0.01%
160
265
$3.21K ﹤0.01%
83
266
$3.15K ﹤0.01%
32
267
$3.15K ﹤0.01%
57
268
$3.15K ﹤0.01%
16
269
$3.12K ﹤0.01%
46
270
$3.08K ﹤0.01%
75
271
$3.07K ﹤0.01%
65
272
$3.05K ﹤0.01%
7
273
$2.98K ﹤0.01%
28
274
$2.79K ﹤0.01%
41
275
$2.76K ﹤0.01%
2
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