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
101
$102K 0.04%
738
102
$99.9K 0.04%
+12,732
103
$95.1K 0.04%
1,500
+300
104
$89.2K 0.03%
6,700
105
$88.7K 0.03%
2,600
106
$88.4K 0.03%
2,111
-253
107
$86K 0.03%
3,588
-389
108
$82.4K 0.03%
1,569
109
$82.3K 0.03%
+1,000
110
$80K 0.03%
643
-43
111
$79.4K 0.03%
194
+48
112
$75.3K 0.03%
4,200
-1,089
113
$74.4K 0.03%
800
-1,500
114
$72.5K 0.03%
460
-300
115
$69.8K 0.03%
500
116
$69.1K 0.03%
2,000
117
$67.4K 0.03%
460
-15
118
$63.7K 0.02%
725
119
$62.6K 0.02%
1,300
120
$61.4K 0.02%
447
+310
121
$57.4K 0.02%
5,461
-1,678
122
$56.3K 0.02%
1,375
+1,000
123
$55.3K 0.02%
+1,055
124
$53.4K 0.02%
400
125
$53K 0.02%
11,250
3 4
5
6 7