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
176
$17.4K 0.01%
3,053
177
$17.4K 0.01%
227
178
$17.2K 0.01%
173
179
$16.8K 0.01%
111
-16,680
180
$16.5K 0.01%
400
181
$16.2K 0.01%
500
-2,700
182
$16K 0.01%
500
183
$15.9K 0.01%
500
184
$15.8K 0.01%
60
185
$15.3K 0.01%
185
186
$14.4K 0.01%
137
+102
187
$14.3K 0.01%
375
+275
188
$14.2K 0.01%
534
+17
189
$14.1K 0.01%
70
190
$13.8K 0.01%
1,243
-685
191
$13.5K 0.01%
271
192
$13.4K 0.01%
541
-400
193
$13.2K 0.01%
224
+80
194
$12.8K 0.01%
+150
195
$12.7K 0.01%
213
196
$12.5K 0.01%
+500
197
$12.5K 0.01%
65
198
$12.4K 0.01%
176
+1
199
$11.9K 0.01%
118
200
$11.9K 0.01%
254
6 7
8
9 10