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
326
$5.87K ﹤0.01%
75
327
$5.86K ﹤0.01%
+240
328
$5.76K ﹤0.01%
+140
329
$5.72K ﹤0.01%
597
+14
330
$5.54K ﹤0.01%
102
331
$5.43K ﹤0.01%
111
332
$5.3K ﹤0.01%
45
333
$5.13K ﹤0.01%
57
334
$5.02K ﹤0.01%
100
-13
335
$4.83K ﹤0.01%
482
336
$4.8K ﹤0.01%
+3,689
337
$4.73K ﹤0.01%
167
338
$4.63K ﹤0.01%
84
339
$4.58K ﹤0.01%
30
340
$4.55K ﹤0.01%
31
341
$4.55K ﹤0.01%
1,569
342
$4.54K ﹤0.01%
+130
343
$4.34K ﹤0.01%
120
344
$4.32K ﹤0.01%
26
345
$4.26K ﹤0.01%
100
346
$4.23K ﹤0.01%
52
347
$4.22K ﹤0.01%
18
348
$4.19K ﹤0.01%
144
-2
349
$4.12K ﹤0.01%
23
350
$4.05K ﹤0.01%
105
12 13
14
15 16