HC

Hurley Capital Portfolio holdings

AUM $179M
1-Year Est. Return 21.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.38%
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
+$1.48M
3
+$1.37M
4
UPS icon
United Parcel Service
UPS
+$1.18M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$900K

Top Sells

1
+$1.59M
2
+$1.44M
3
+$1.44M
4
PEP icon
PepsiCo
PEP
+$1.12M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$498K

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
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