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
51
$791K 0.31%
36,177
-573
52
$770K 0.3%
3,446
-397
53
$753K 0.29%
6,863
+48
54
$726K 0.28%
5,570
+2,587
55
$704K 0.27%
4,562
-20
56
$656K 0.26%
5,007
-491
57
$642K 0.25%
8,327
+1,292
58
$632K 0.25%
17,000
-17,500
59
$607K 0.24%
6,200
60
$482K 0.19%
5,190
-1,157
61
$445K 0.17%
2,000
62
$404K 0.16%
2,115
63
$400K 0.16%
2,412
+58
64
$393K 0.15%
587
-3
65
$390K 0.15%
6,080
-1,510
66
$337K 0.13%
678
-115
67
$305K 0.12%
1,157
-90
68
$299K 0.12%
4,028
-455
69
$297K 0.12%
5,150
+4,650
70
$296K 0.12%
+1,395
71
$288K 0.11%
1,031
72
$282K 0.11%
5,397
+35
73
$282K 0.11%
33,362
+21,362
74
$264K 0.1%
5,218
-381
75
$250K 0.1%
514
-12
1 2
3
4 5