We are live on ! Find out more
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
$298M
AUM Growth
-$3.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$7.49M
2
+$3.2M
3
+$2.53M
4
JPM icon
JPMorgan Chase
JPM
+$1.6M
5
AAPL icon
Apple
AAPL
+$1.56M

Top Sells

1
+$3.57M
2
+$916K
3
+$887K
4
SOXL icon
Direxion Daily Semiconductor Bull 3X ETF
SOXL
+$779K
5
BDJ icon
BlackRock Enhanced Equity Dividend Trust
BDJ
+$582K

Sector Composition

1 Technology 50.17%
2 Consumer Discretionary 21.53%
3 Financials 7.81%
4 Industrials 4.16%
5 Communication Services 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
– –
-300
352
– –
-1,000
353
– –
-2,850
354
– –
-2,120
355
– –
-150
356
– –
-150
357
– –
-561
358
– –
-200
359
– –
-59,744
360
– –
-15
361
– –
-3,114
362
– –
-700
11 12 13 14
15