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
301
$8.11K 0.01%
64
-101
302
$8.1K 0.01%
+8,710
303
$8.02K 0.01%
52
304
$7.89K 0.01%
15
305
$7.76K 0.01%
65
306
$7.72K 0.01%
774
307
$7.63K 0.01%
130
308
$7.52K 0.01%
+365
309
$7.34K 0.01%
813
310
$7.34K 0.01%
+450
311
$7.23K 0.01%
50
312
$7.2K 0.01%
72
313
$7.2K 0.01%
2,758
314
$7.08K 0.01%
116
315
$7.05K 0.01%
+335
316
$6.98K 0.01%
182
+5
317
$6.65K 0.01%
30
318
$6.64K 0.01%
50
-172
319
$6.38K ﹤0.01%
75
320
$6.37K ﹤0.01%
182
321
$6.3K ﹤0.01%
87
322
$6.3K ﹤0.01%
52
323
$6.07K ﹤0.01%
+174
324
$5.97K ﹤0.01%
35
-165
325
$5.87K ﹤0.01%
+90
11 12
13
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