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HI

Hoey Investments Portfolio holdings

AUM $678M
1-Year Est. Return 35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+35%
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
+$1.91M
2
+$1.46M
3
+$1.46M
4
BGY icon
BlackRock Enhanced International Dividend Trust
BGY
+$1.31M
5
META icon
Meta Platforms (Facebook)
META
+$1.23M

Top Sells

1
+$21.3M
2
+$1.19M
3
+$646K
4
DFEN icon
Direxion Daily Aerospace & Defense Bull 3X ETF
DFEN
+$616K
5
TECL icon
Direxion Daily Technology Bull 3x ETF
TECL
+$509K

Sector Composition

1 Technology 44.91%
2 Consumer Discretionary 19.32%
3 Financials 8.54%
4 Healthcare 6.09%
5 Industrials 4.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
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352
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-500
353
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-92
354
– –
-13
355
– –
-400
356
– –
-3,500
357
– –
-41,800
358
– –
-110
359
– –
-25
360
– –
-3,250
361
– –
-500
362
– –
-22
363
– –
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