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
276
$2.7K ﹤0.01%
222
277
$2.58K ﹤0.01%
96
278
$2.57K ﹤0.01%
46
279
$2.49K ﹤0.01%
120
+80
280
$2.4K ﹤0.01%
73
281
$2.36K ﹤0.01%
32
282
$2.36K ﹤0.01%
34
283
$2.32K ﹤0.01%
+81
284
$2.31K ﹤0.01%
+25
285
$2.25K ﹤0.01%
+24
286
$2.22K ﹤0.01%
21
287
$2.2K ﹤0.01%
171
288
$2.2K ﹤0.01%
48
289
$2.2K ﹤0.01%
15
290
$2.19K ﹤0.01%
+26
291
$2.03K ﹤0.01%
100
292
$1.98K ﹤0.01%
21
293
$1.97K ﹤0.01%
151
294
$1.94K ﹤0.01%
20
295
$1.92K ﹤0.01%
127
-158
296
$1.86K ﹤0.01%
100
297
$1.81K ﹤0.01%
25
298
$1.77K ﹤0.01%
33
299
$1.62K ﹤0.01%
52
300
$1.59K ﹤0.01%
+55
10 11
12
13 14