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
176
$18.6K 0.01%
94
+24
177
$18.4K 0.01%
400
178
$18K 0.01%
173
179
$17.9K 0.01%
700
180
$17.6K 0.01%
120
181
$17.1K 0.01%
541
182
$16.7K 0.01%
3,200
+2,100
183
$16.5K 0.01%
111
184
$16.4K 0.01%
125
185
$16K 0.01%
64
+35
186
$15.4K 0.01%
185
187
$14.7K 0.01%
244
+20
188
$14.5K 0.01%
60
189
$14.3K 0.01%
+38
190
$14.2K 0.01%
525
+25
191
$13.7K 0.01%
+688
192
$13.7K 0.01%
271
193
$13.7K 0.01%
534
194
$13.2K 0.01%
500
195
$13.2K 0.01%
+150
196
$12.7K ﹤0.01%
213
197
$12.4K ﹤0.01%
254
198
$11.9K ﹤0.01%
352
199
$11.6K ﹤0.01%
311
200
$11.3K ﹤0.01%
1,179
-64
6 7
8
9 10