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
126
$51.7K 0.02%
421
-771
127
$48.1K 0.02%
+400
128
$47.8K 0.02%
1,200
-8,450
129
$46.5K 0.02%
128
-28
130
$45.8K 0.02%
+250
131
$43.9K 0.02%
1,457
132
$43.4K 0.02%
1,500
+500
133
$42.9K 0.02%
210
134
$42.7K 0.02%
3,790
+1,445
135
$42K 0.02%
375
136
$41.5K 0.02%
1,050
137
$40.6K 0.02%
325
138
$39.7K 0.02%
3,207
139
$39K 0.02%
300
140
$38.2K 0.01%
2,400
141
$36.5K 0.01%
945
-211
142
$35.4K 0.01%
511
143
$33K 0.01%
200
144
$33K 0.01%
480
-1,150
145
$32.7K 0.01%
1,000
-1,200
146
$32.1K 0.01%
2,200
-1,278
147
$31.8K 0.01%
4,000
148
$31.3K 0.01%
400
149
$30.8K 0.01%
622
150
$30.5K 0.01%
800
4 5
6
7 8