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
176
$15.5K 0.01%
120
177
$15.2K 0.01%
350
178
$15K 0.01%
1,000
179
$14.5K ﹤0.01%
190
180
$14.3K ﹤0.01%
3,200
181
$14.2K ﹤0.01%
100
182
$14K ﹤0.01%
375
183
$13.5K ﹤0.01%
150
184
$13.5K ﹤0.01%
271
185
$13.1K ﹤0.01%
+1,000
186
$13.1K ﹤0.01%
+145
187
$13K ﹤0.01%
30
188
$12.9K ﹤0.01%
171
-14
189
$12.9K ﹤0.01%
150
190
$12.7K ﹤0.01%
213
191
$12.5K ﹤0.01%
244
192
$12.1K ﹤0.01%
361
193
$12.1K ﹤0.01%
254
194
$11.9K ﹤0.01%
120
195
$11.1K ﹤0.01%
84
+40
196
$10.9K ﹤0.01%
311
197
$10.8K ﹤0.01%
517
-17
198
$10.7K ﹤0.01%
100
199
$10.6K ﹤0.01%
1,078
-36
200
$10.6K ﹤0.01%
54
-52
6 7
8
9 10