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
126
$45.8K 0.02%
300
127
$44.7K 0.01%
1,457
128
$41.7K 0.01%
2,400
129
$40.9K 0.01%
400
+200
130
$40.5K 0.01%
375
131
$37.5K 0.01%
1,150
+350
132
$35.5K 0.01%
1,000
133
$34.5K 0.01%
210
134
$34.3K 0.01%
230
+30
135
$31.9K 0.01%
1,000
136
$30.9K 0.01%
1,142
137
$30.9K 0.01%
3,207
138
$30.7K 0.01%
4,000
139
$30.5K 0.01%
555
-500
140
$30.4K 0.01%
150
141
$30.4K 0.01%
400
142
$29.8K 0.01%
1,000
143
$29.7K 0.01%
511
144
$29.4K 0.01%
500
-4,750
145
$28.6K 0.01%
135
+85
146
$28.6K 0.01%
134
147
$28.2K 0.01%
622
148
$27.2K 0.01%
198
-251
149
$26.8K 0.01%
+500
150
$26.3K 0.01%
800
4 5
6
7 8