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
276
$2.91K ﹤0.01%
+96
277
$2.82K ﹤0.01%
+66
278
$2.82K ﹤0.01%
222
279
$2.8K ﹤0.01%
+46
280
$2.76K ﹤0.01%
+48
281
$2.7K ﹤0.01%
+46
282
$2.52K ﹤0.01%
300
283
$2.47K ﹤0.01%
41
284
$2.37K ﹤0.01%
+26
285
$2.33K ﹤0.01%
+32
286
$2.33K ﹤0.01%
15
287
$2.24K ﹤0.01%
171
288
$2.03K ﹤0.01%
21
289
$1.95K ﹤0.01%
+2
290
$1.94K ﹤0.01%
20
291
$1.92K ﹤0.01%
+20
292
$1.88K ﹤0.01%
151
293
$1.86K ﹤0.01%
+125
294
$1.77K ﹤0.01%
+52
295
$1.7K ﹤0.01%
+86
296
$1.63K ﹤0.01%
75
297
$1.58K ﹤0.01%
18
298
$1.51K ﹤0.01%
100
299
$1.43K ﹤0.01%
+20
300
$1.41K ﹤0.01%
24
10 11
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