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
376
$1.92K ﹤0.01%
+42
377
$1.91K ﹤0.01%
111
378
$1.9K ﹤0.01%
100
-250
379
$1.88K ﹤0.01%
+40
380
$1.84K ﹤0.01%
+77
381
$1.61K ﹤0.01%
+40
382
$1.58K ﹤0.01%
133
-67
383
$1.54K ﹤0.01%
100
384
$1.46K ﹤0.01%
51
385
$1.4K ﹤0.01%
83
386
$1.4K ﹤0.01%
+16
387
$1.38K ﹤0.01%
7
388
$1.37K ﹤0.01%
+10
389
$1.29K ﹤0.01%
13
390
$1.26K ﹤0.01%
+23
391
$1.25K ﹤0.01%
+20
392
$1.16K ﹤0.01%
11
393
$1.15K ﹤0.01%
45
394
$1.05K ﹤0.01%
52
+2
395
$960 ﹤0.01%
24
396
$940 ﹤0.01%
+8
397
$923 ﹤0.01%
13
398
$898 ﹤0.01%
+314
399
$861 ﹤0.01%
5
400
$846 ﹤0.01%
+5
14 15
16
17 18