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
51
$752K 0.32%
6,815
-49
52
$746K 0.32%
+22,750
53
$706K 0.3%
+73,000
54
$658K 0.28%
4,582
-1,588
55
$626K 0.27%
6,200
+200
56
$617K 0.27%
+31,000
57
$613K 0.26%
+16,184
58
$588K 0.25%
7,035
-984
59
$519K 0.22%
6,347
-1,200
60
$503K 0.22%
9,650
-3,800
61
$478K 0.21%
2,000
-1,000
62
$466K 0.2%
3,787
-2,197
63
$453K 0.2%
2,115
-1,350
64
$424K 0.18%
7,590
-3,460
65
$418K 0.18%
590
-91
66
$418K 0.18%
4,483
-1,348
67
$400K 0.17%
2,983
-900
68
$391K 0.17%
8,383
-625
69
$362K 0.16%
793
-255
70
$351K 0.15%
2,354
-644
71
$348K 0.15%
1,936
-450
72
$344K 0.15%
5,599
-1,891
73
$299K 0.13%
1,247
74
$299K 0.13%
1,850
+400
75
$272K 0.12%
1,031
1 2
3
4 5