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
151
$25.4K 0.01%
575
-10
152
$24.6K 0.01%
218
153
$24.2K 0.01%
1,173
154
$24.1K 0.01%
939
155
$24K 0.01%
200
156
$23.4K 0.01%
312
157
$22.6K 0.01%
164
158
$22.6K 0.01%
578
159
$22.4K 0.01%
200
160
$21.3K 0.01%
125
161
$20.5K 0.01%
750
162
$20.4K 0.01%
100
163
$19.8K 0.01%
50
-35
164
$19.2K 0.01%
+1,000
165
$18.6K 0.01%
688
166
$18.5K 0.01%
500
167
$18.2K 0.01%
267
168
$18.2K 0.01%
700
169
$18.1K 0.01%
3,053
170
$16.3K 0.01%
81
-13
171
$16.2K 0.01%
500
172
$16.2K 0.01%
111
173
$16.1K 0.01%
+525
174
$15.8K 0.01%
173
175
$15.8K 0.01%
+450
5 6
7
8 9