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
126
$50.3K 0.02%
400
127
$49.6K 0.02%
28
+11
128
$49.4K 0.02%
3,478
-4,971
129
$47.1K 0.02%
1,156
130
$46K 0.02%
269
131
$46K 0.02%
11,250
+1,250
132
$45.2K 0.02%
1,457
+480
133
$44.5K 0.02%
210
134
$44.1K 0.02%
375
135
$43.1K 0.02%
1,050
136
$41.9K 0.02%
220
-100
137
$41.5K 0.02%
3,207
138
$40.4K 0.02%
4,008
139
$38.3K 0.02%
2,400
+200
140
$36.8K 0.02%
+500
141
$36.8K 0.02%
511
+211
142
$36.6K 0.02%
325
143
$36.4K 0.02%
+125
144
$35.9K 0.02%
3,500
145
$33.7K 0.01%
300
146
$31.8K 0.01%
400
147
$30.5K 0.01%
1,000
148
$30K 0.01%
4,000
-6,000
149
$29.6K 0.01%
200
150
$29.1K 0.01%
800
4 5
6
7 8