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
101
$102K 0.04%
1,630
+860
102
$99.9K 0.04%
2,858
103
$92.4K 0.04%
9,670
-7,971
104
$90.6K 0.04%
5,289
-3,988
105
$82.6K 0.04%
3,977
-3,390
106
$81K 0.03%
2,600
+1,500
107
$78.6K 0.03%
39
-125
108
$77K 0.03%
12,000
-28,000
109
$74.9K 0.03%
7,139
110
$74.5K 0.03%
1,200
+200
111
$73.6K 0.03%
4,000
-9,150
112
$72.8K 0.03%
1,569
113
$72.4K 0.03%
475
114
$69.3K 0.03%
6,700
+500
115
$65K 0.03%
700
116
$63.4K 0.03%
500
+100
117
$61.5K 0.03%
213
118
$59K 0.03%
2,000
-1,000
119
$58.7K 0.03%
686
-1
120
$58.1K 0.03%
2,200
+1,200
121
$56.7K 0.02%
5,688
-6,977
122
$55.8K 0.02%
146
-35
123
$54.2K 0.02%
156
124
$53.8K 0.02%
725
125
$50.8K 0.02%
1,300
+300
3 4
5
6 7