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
76
$269K 0.12%
526
-17
77
$266K 0.11%
2,425
78
$255K 0.11%
5,362
-330
79
$236K 0.1%
+6,000
80
$208K 0.09%
16,837
-8,864
81
$197K 0.08%
14,152
-128
82
$195K 0.08%
4,939
-150
83
$193K 0.08%
1,759
-1,100
84
$171K 0.07%
+2,300
85
$161K 0.07%
2,076
-392
86
$161K 0.07%
3,550
87
$153K 0.07%
281
88
$150K 0.06%
476
-369
89
$139K 0.06%
16,929
90
$130K 0.06%
1,000
-400
91
$129K 0.06%
+10,000
92
$121K 0.05%
811
93
$116K 0.05%
1,192
+467
94
$114K 0.05%
1,313
95
$114K 0.05%
760
-740
96
$110K 0.05%
738
97
$110K 0.05%
21,936
-25,940
98
$109K 0.05%
4,932
+777
99
$106K 0.05%
344
100
$103K 0.04%
2,364
-1,995
2 3
4
5 6