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
1
$57.7M 19.11%
453,604
-3,266
2
$46.1M 15.26%
1,058,700
+167,100
3
$41.6M 13.8%
131,848
+1,774
4
$40.7M 13.5%
237,955
+8,533
5
$8.47M 2.81%
28,210
+10,626
6
$6.79M 2.25%
248,038
+9,508
7
$4.84M 1.6%
118,333
+5,307
8
$4.07M 1.35%
34,730
-1,360
9
$3.71M 1.23%
36,104
-955
10
$3.67M 1.22%
30,634
+2,743
11
$3.64M 1.21%
23,395
-1,346
12
$3.03M 1%
65,822
-3,550
13
$2.63M 0.87%
12,651
-1,031
14
$2.59M 0.86%
17,879
+10,675
15
$2.5M 0.83%
19,080
+11,533
16
$2.49M 0.83%
28,256
+28,201
17
$2.38M 0.79%
7,351
-201
18
$2.35M 0.78%
28,822
-1,676
19
$1.95M 0.65%
103,600
-33,980
20
$1.93M 0.64%
15,746
-3,197
21
$1.91M 0.63%
6,988
-172
22
$1.89M 0.63%
7,551
+1,765
23
$1.86M 0.62%
8,086
-1,741
24
$1.8M 0.6%
30,960
-1,113
25
$1.79M 0.59%
28,630
+2,590
1
2 3 4 5