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
76
$220K 0.07%
894
-151
77
$198K 0.07%
1,786
+6
78
$186K 0.06%
383
-67
79
$180K 0.06%
1,938
80
$170K 0.06%
15,693
-43,159
81
$169K 0.06%
1,221
+100
82
$165K 0.05%
3,466
-183
83
$159K 0.05%
362
84
$151K 0.05%
2,815
-1,117
85
$146K 0.05%
742
86
$143K 0.05%
3,476
-1,000
87
$142K 0.05%
1,282
-374
88
$141K 0.05%
1,363
+277
89
$137K 0.05%
3,850
-88,150
90
$136K 0.05%
451
91
$135K 0.04%
3,050
+50
92
$132K 0.04%
350
+200
93
$127K 0.04%
556
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94
$126K 0.04%
3,889
+1,050
95
$124K 0.04%
3,419
+3,400
96
$117K 0.04%
15,330
-237
97
$113K 0.04%
1,300
-250
98
$112K 0.04%
5,486
+4
99
$103K 0.03%
2,600
100
$101K 0.03%
16,929
2 3
4
5 6