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
201
$11.6K 0.01%
+561
202
$11.3K ﹤0.01%
800
+250
203
$11.3K ﹤0.01%
30
-408
204
$10.8K ﹤0.01%
311
205
$10.1K ﹤0.01%
226
206
$9.87K ﹤0.01%
138
207
$9.86K ﹤0.01%
1,000
208
$9.69K ﹤0.01%
40
+16
209
$9.4K ﹤0.01%
350
+200
210
$9.31K ﹤0.01%
349
211
$9.19K ﹤0.01%
65
212
$8.95K ﹤0.01%
1,000
-860
213
$8.61K ﹤0.01%
282
214
$8.3K ﹤0.01%
500
215
$7.82K ﹤0.01%
45
216
$7.82K ﹤0.01%
95
217
$7.27K ﹤0.01%
1,000
218
$7.14K ﹤0.01%
89
219
$7.02K ﹤0.01%
125
220
$6.98K ﹤0.01%
72
221
$6.85K ﹤0.01%
107
222
$6.63K ﹤0.01%
20
223
$6.18K ﹤0.01%
29
224
$5.9K ﹤0.01%
504
-734
225
$5.85K ﹤0.01%
50
+1
7 8
9
10 11