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
26
$1.7M 0.66%
15,953
-1,840
27
$1.64M 0.64%
8,995
-517
28
$1.53M 0.6%
7,208
+7,195
29
$1.5M 0.58%
28,250
-2,850
30
$1.44M 0.56%
266,414
+244,478
31
$1.41M 0.55%
3,419
-450
32
$1.41M 0.55%
34,462
-5,101
33
$1.37M 0.53%
45,618
-8,795
34
$1.36M 0.53%
77,479
-7,386
35
$1.3M 0.51%
7,987
+2,020
36
$1.25M 0.49%
2,694
+383
37
$1.21M 0.47%
15,874
+1,049
38
$1.19M 0.46%
4,047
-389
39
$1.19M 0.46%
2,509
+59
40
$1.18M 0.46%
24,199
-2,696
41
$1.16M 0.45%
18,629
-1,777
42
$1.16M 0.45%
5,591
+1,804
43
$1.16M 0.45%
6,964
-236
44
$1.1M 0.43%
7,252
-852
45
$1.06M 0.41%
2,906
-244
46
$1.05M 0.41%
26,612
+10,428
47
$1.05M 0.41%
19,093
-2,777
48
$1.02M 0.4%
2,152
-364
49
$1.01M 0.4%
27,653
+1,911
50
$957K 0.37%
8,638
-829
1
2
3 4 5