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
151
$29.4K 0.01%
+40
152
$28.8K 0.01%
800
+300
153
$28K 0.01%
1,142
+250
154
$28K 0.01%
1,000
155
$26.9K 0.01%
1,000
156
$26K 0.01%
267
157
$25.9K 0.01%
1,173
158
$25.5K 0.01%
400
159
$25.1K 0.01%
120
-100
160
$24.7K 0.01%
939
161
$24.6K 0.01%
218
+100
162
$24.6K 0.01%
800
163
$24.5K 0.01%
500
164
$23.9K 0.01%
300
-400
165
$23.4K 0.01%
800
166
$23K 0.01%
134
167
$22.9K 0.01%
825
168
$22.7K 0.01%
164
169
$21.5K 0.01%
212
+12
170
$21.1K 0.01%
106
171
$20.9K 0.01%
1,000
-30,000
172
$20.4K 0.01%
+200
173
$19.4K 0.01%
750
174
$19.3K 0.01%
578
175
$18.9K 0.01%
3,053
5 6
7
8 9