HI

Hoey Investments Portfolio holdings

AUM $668M
1-Year Est. Return 32.73%
This Quarter Est. Return
1 Year Est. Return
+32.73%
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
+$7.27M
2
+$3.19M
3
+$2.49M
4
JPM icon
JPMorgan Chase
JPM
+$1.55M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.51M

Top Sells

1
+$3.14M
2
+$916K
3
+$887K
4
SOXL icon
Direxion Daily Semiconductor Bull 3X Shares
SOXL
+$641K
5
BDJ icon
BlackRock Enhanced Equity Dividend Trust
BDJ
+$554K

Sector Composition

1 Technology 50.17%
2 Consumer Discretionary 21.53%
3 Financials 7.81%
4 Communication Services 3.98%
5 Healthcare 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.78M 0.59%
17,247
+1,524
27
$1.51M 0.5%
3,003
-568
28
$1.47M 0.49%
29,845
+160
29
$1.4M 0.46%
2,509
-479
30
$1.27M 0.42%
8,312
+2,025
31
$1.24M 0.41%
23,190
-2,856
32
$1.17M 0.39%
17,965
-1,144
33
$1.15M 0.38%
11,960
-958
34
$1.14M 0.38%
6,757
+262
35
$1.14M 0.38%
13,680
+3,700
36
$1.12M 0.37%
79,092
+64,242
37
$1.11M 0.37%
9,258
+884
38
$1.1M 0.36%
6,465
-499
39
$1.05M 0.35%
63,446
-8,207
40
$1.04M 0.35%
2,548
+50
41
$1.01M 0.34%
5,827
-280
42
$988K 0.33%
2,617
+126
43
$976K 0.32%
128,293
-72,830
44
$976K 0.32%
3,413
-361
45
$886K 0.29%
16,370
+15,870
46
$867K 0.29%
2,248
-82
47
$837K 0.28%
11,221
-1,982
48
$832K 0.28%
1,643
-620
49
$830K 0.28%
38,652
-225
50
$769K 0.25%
13,148
-3,898
1
2
3 4 5