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
151
$28.7K 0.01%
+1,000
152
$28.6K 0.01%
1,000
153
$28.1K 0.01%
800
+300
154
$27.4K 0.01%
622
155
$25.8K 0.01%
1,173
156
$25.4K 0.01%
3,250
-9,700
157
$24.3K 0.01%
825
158
$24K 0.01%
400
159
$23.6K 0.01%
500
160
$23.3K 0.01%
939
161
$23K 0.01%
164
162
$22.7K 0.01%
2,345
+558
163
$21.9K 0.01%
892
+400
164
$21.8K 0.01%
500
165
$21.7K 0.01%
+106
166
$21.4K 0.01%
578
+250
167
$21K 0.01%
134
168
$20.8K 0.01%
200
169
$19.8K 0.01%
267
170
$19.2K 0.01%
1,044
171
$19.1K 0.01%
120
172
$18.5K 0.01%
700
+400
173
$18.1K 0.01%
750
174
$17.8K 0.01%
125
+75
175
$17.5K 0.01%
400
-100
5 6
7
8 9