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
201
$11.2K ﹤0.01%
1,000
202
$11.2K ﹤0.01%
+29
203
$10.9K ﹤0.01%
150
204
$10.8K ﹤0.01%
+104
205
$10.7K ﹤0.01%
30
206
$10.3K ﹤0.01%
350
207
$10.2K ﹤0.01%
226
208
$10.1K ﹤0.01%
49
-16
209
$10K ﹤0.01%
1,000
210
$9.81K ﹤0.01%
561
211
$9.76K ﹤0.01%
138
212
$9.56K ﹤0.01%
40
213
$9.29K ﹤0.01%
349
214
$9.28K ﹤0.01%
892
-3,116
215
$8.8K ﹤0.01%
282
216
$8.78K ﹤0.01%
+39
217
$8.73K ﹤0.01%
45
218
$8.4K ﹤0.01%
25
-100
219
$8.35K ﹤0.01%
26
+14
220
$7.79K ﹤0.01%
+835
221
$7.3K ﹤0.01%
+200
222
$7.3K ﹤0.01%
91
+21
223
$7.29K ﹤0.01%
483
224
$7.17K ﹤0.01%
72
225
$7.12K ﹤0.01%
95
7 8
9
10 11