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
101
$96.7K 0.03%
1,700
+200
102
$96.7K 0.03%
1,569
103
$91.9K 0.03%
2,300
-1,200
104
$83.3K 0.03%
1,028
+25
105
$82.3K 0.03%
2,000
-1,000
106
$76.3K 0.03%
460
107
$74.3K 0.02%
4,950
-16,850
108
$72.8K 0.02%
6,700
109
$70.1K 0.02%
895
-258
110
$67.5K 0.02%
567
+167
111
$65K 0.02%
3,552
112
$62K 0.02%
145
113
$57K 0.02%
460
114
$54.9K 0.02%
320
115
$52.7K 0.02%
1,300
116
$51.9K 0.02%
400
117
$51.6K 0.02%
1,050
118
$51.3K 0.02%
11,250
119
$51K 0.02%
11,231
120
$50.5K 0.02%
1,768
121
$49.5K 0.02%
+250
122
$48.4K 0.02%
500
123
$47.9K 0.02%
94
+79
124
$46K 0.02%
+2,000
125
$45.8K 0.02%
+3,266
3 4
5
6 7