HC

Hurley Capital Portfolio holdings

AUM $178M
1-Year Est. Return 16.8%
This Quarter Est. Return
1 Year Est. Return
+16.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
+$7.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.59M
3
+$1.43M
4
UPS icon
United Parcel Service
UPS
+$1.09M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$857K

Top Sells

1
+$1.44M
2
+$1.43M
3
+$1.25M
4
PEP icon
PepsiCo
PEP
+$1.13M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$505K

Sector Composition

1 Financials 5.58%
2 Energy 4.4%
3 Communication Services 4.02%
4 Healthcare 3.55%
5 Consumer Discretionary 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$19K 0.01%
835
+32
227
$18.8K 0.01%
+3,015
228
$18.3K 0.01%
+1,575
229
$18.1K 0.01%
172
230
$17.6K 0.01%
299
231
$17.5K 0.01%
+500
232
$17.4K 0.01%
222
+1
233
$17.2K 0.01%
2,092
+1,092
234
$17.1K 0.01%
86
-770
235
$17K 0.01%
184
236
$17K 0.01%
3,882
+82
237
$16.9K 0.01%
446
-1,224
238
$16.7K 0.01%
105
239
$16K 0.01%
77
+14
240
$15.5K 0.01%
265
241
$15.4K 0.01%
105
242
$15.3K 0.01%
57
+3
243
$15.2K 0.01%
603
244
$15.2K 0.01%
104
245
$15.1K 0.01%
19
246
$15K 0.01%
157
247
$14.9K 0.01%
265
+2
248
$14.8K 0.01%
500
249
$14.8K 0.01%
24
250
$14.7K 0.01%
161
8 9
10
11 12