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
$230M
AUM Growth
-$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
324
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$762K
3
+$746K
4
SOXL icon
Direxion Daily Semiconductor Bull 3X Shares
SOXL
+$706K
5
DFEN icon
Direxion Daily Aerospace & Defense Bull 3X Shares
DFEN
+$617K

Top Sells

1
+$4.92M
2
+$2.53M
3
+$1.29M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.25M
5
MSFT icon
Microsoft
MSFT
+$1.23M

Sector Composition

1 Technology 37.23%
2 Consumer Discretionary 17.27%
3 Financials 8.96%
4 Healthcare 7.85%
5 Energy 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.57M 0.67%
22,432
-8,432
27
$1.56M 0.67%
173,577
-42,672
28
$1.56M 0.67%
54,413
-1,090
29
$1.56M 0.67%
32,913
-2,811
30
$1.53M 0.66%
84,865
+2,600
31
$1.33M 0.58%
2,516
-390
32
$1.31M 0.56%
31,100
-13,920
33
$1.3M 0.56%
26,895
-717
34
$1.29M 0.55%
20,406
-3,036
35
$1.28M 0.55%
9,467
-1,002
36
$1.19M 0.51%
2,450
+139
37
$1.19M 0.51%
41,800
+1,800
38
$1.14M 0.49%
4,436
-767
39
$1.1M 0.48%
21,870
-1,923
40
$1.1M 0.47%
8,104
-1,487
41
$1.07M 0.46%
5,967
+552
42
$1.06M 0.46%
14,825
-4,652
43
$1.06M 0.46%
7,200
-1,250
44
$1.01M 0.44%
3,150
-709
45
$904K 0.39%
3,843
-966
46
$897K 0.39%
2,311
-1,353
47
$866K 0.37%
25,742
-4,936
48
$809K 0.35%
36,750
-72
49
$775K 0.33%
5,498
-385
50
$762K 0.33%
+34,500
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2
3 4 5