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
51
$663K 0.22%
30,460
+10,410
52
$606K 0.2%
5,156
-104
53
$606K 0.2%
15,958
-8,092
54
$574K 0.19%
4,113
-951
55
$550K 0.18%
3,692
+2,337
56
$543K 0.18%
10,541
-1,892
57
$534K 0.18%
5,043
-198
58
$532K 0.18%
16,025
-2,841
59
$529K 0.18%
2,865
+100
60
$518K 0.17%
2,354
-374
61
$513K 0.17%
15,546
-4,418
62
$493K 0.16%
1,408
63
$481K 0.16%
2,000
64
$459K 0.15%
4,117
-1,428
65
$437K 0.14%
87,586
-79,367
66
$417K 0.14%
5,796
-1,600
67
$327K 0.11%
18,004
-84
68
$309K 0.1%
1,612
+2
69
$303K 0.1%
1,812
-135
70
$294K 0.1%
2,095
-312
71
$283K 0.09%
438
-170
72
$272K 0.09%
1,031
73
$269K 0.09%
476
-75
74
$245K 0.08%
910
75
$228K 0.08%
3,981
-545
1 2
3
4 5