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
401
$801 ﹤0.01%
+4
402
$683 ﹤0.01%
+6
403
$622 ﹤0.01%
5
404
$605 ﹤0.01%
3
405
$585 ﹤0.01%
22
406
$556 ﹤0.01%
20
407
$532 ﹤0.01%
7
408
$493 ﹤0.01%
4
409
$483 ﹤0.01%
11
410
$474 ﹤0.01%
90
411
$439 ﹤0.01%
10
412
$333 ﹤0.01%
13
413
$333 ﹤0.01%
6
-194
414
$305 ﹤0.01%
+1
415
$264 ﹤0.01%
401
416
$237 ﹤0.01%
+1
417
$235 ﹤0.01%
7
418
$233 ﹤0.01%
100
419
$226 ﹤0.01%
125
420
$217 ﹤0.01%
50
421
$195 ﹤0.01%
103
-1
422
$190 ﹤0.01%
18
423
$178 ﹤0.01%
25
424
$168 ﹤0.01%
4
425
$161 ﹤0.01%
121
15 16
17
18 19