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
276
$10.5K 0.01%
110
277
$10.5K 0.01%
39
278
$10.3K 0.01%
331
279
$10.2K 0.01%
38
280
$10.1K 0.01%
58
281
$9.83K 0.01%
254
+2
282
$9.79K 0.01%
+59
283
$9.68K 0.01%
47
284
$9.51K 0.01%
+15
285
$9.51K 0.01%
53
286
$9.46K 0.01%
19
287
$9.45K 0.01%
8
288
$9.33K 0.01%
20
289
$9.32K 0.01%
1,245
290
$9.24K 0.01%
22
-47
291
$9.05K 0.01%
160
292
$8.94K 0.01%
136
293
$8.88K 0.01%
388
294
$8.86K 0.01%
28
295
$8.67K 0.01%
+222
296
$8.43K 0.01%
50
297
$8.43K 0.01%
120
-23
298
$8.38K 0.01%
32
-115
299
$8.31K 0.01%
211
300
$8.27K 0.01%
82
10 11
12
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