HI

Hoey Investments Portfolio holdings

AUM $737M
1-Year Est. Return 32.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.3%
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
+$17.6M
2
+$852K
3
+$777K
4
SOXL icon
Direxion Daily Semiconductor Bull 3X ETF
SOXL
+$768K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$597K

Top Sells

1
+$5.79M
2
+$2.34M
3
+$1.34M
4
MSFT icon
Microsoft
MSFT
+$1.23M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.22M

Sector Composition

1 Technology 37.22%
2 Consumer Discretionary 17.27%
3 Financials 8.97%
4 Healthcare 7.85%
5 Energy 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$752K 0.33%
6,815
-49
52
$746K 0.32%
+22,750
53
$706K 0.31%
+73,000
54
$658K 0.29%
4,582
-1,588
55
$626K 0.27%
6,200
+200
56
$617K 0.27%
+31,000
57
$613K 0.27%
+16,184
58
$588K 0.26%
7,035
-984
59
$519K 0.23%
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