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
251
$14.6K 0.01%
+148
252
$14.6K 0.01%
468
-223
253
$14.5K 0.01%
253
254
$14.4K 0.01%
15
255
$14.2K 0.01%
152
256
$14.1K 0.01%
74
-11
257
$14K 0.01%
235
+2
258
$14K 0.01%
45
259
$13.8K 0.01%
+224
260
$13.6K 0.01%
130
261
$13.6K 0.01%
111
-77
262
$13.2K 0.01%
423
+10
263
$13.1K 0.01%
93
264
$12.8K 0.01%
+305
265
$12.7K 0.01%
+22
266
$12.1K 0.01%
274
267
$12K 0.01%
51
+1
268
$11.9K 0.01%
+150
269
$11.5K 0.01%
+35
270
$11.4K 0.01%
183
-1
271
$11.2K 0.01%
48
272
$11.1K 0.01%
206
-210
273
$11.1K 0.01%
160
274
$10.8K 0.01%
172
+1
275
$10.7K 0.01%
+366
9 10
11
12 13