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
301
$1.33K ﹤0.01%
25
302
$1.32K ﹤0.01%
700
303
$1.27K ﹤0.01%
+125
304
$1.26K ﹤0.01%
50
+4
305
$1.21K ﹤0.01%
+33
306
$1.21K ﹤0.01%
48
307
$1.15K ﹤0.01%
+14
308
$1.13K ﹤0.01%
25
309
$1.05K ﹤0.01%
+16
310
$1K ﹤0.01%
20
311
$979 ﹤0.01%
+52
312
$920 ﹤0.01%
10
313
$811 ﹤0.01%
12
-103
314
$807 ﹤0.01%
504
+500
315
$805 ﹤0.01%
+22
316
$803 ﹤0.01%
15
317
$760 ﹤0.01%
20
318
$682 ﹤0.01%
44
-1,000
319
$677 ﹤0.01%
19
320
$675 ﹤0.01%
21
321
$653 ﹤0.01%
65
322
$513 ﹤0.01%
15
323
$498 ﹤0.01%
600
324
$470 ﹤0.01%
+40
325
$469 ﹤0.01%
4
11 12
13
14 15