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
26
$1.28M 0.97%
53,038
+6,896
27
$1.17M 0.88%
4,243
+293
28
$1.11M 0.84%
4,981
+343
29
$1.1M 0.83%
144,104
+4,741
30
$1.09M 0.82%
+9,892
31
$1.04M 0.79%
48,230
+134
32
$1.03M 0.78%
2,853
-800
33
$999K 0.76%
41,533
-3,208
34
$996K 0.76%
6,836
-404
35
$974K 0.74%
3,379
36
$930K 0.7%
14,969
-280
37
$919K 0.7%
2,479
+426
38
$857K 0.65%
+1,532
39
$827K 0.63%
16,190
40
$820K 0.62%
17,517
+1,400
41
$811K 0.61%
8,265
-622
42
$771K 0.58%
6,196
+520
43
$758K 0.57%
11,178
-1,641
44
$727K 0.55%
16,069
+1,341
45
$649K 0.49%
17,579
-3,050
46
$648K 0.49%
16,454
+670
47
$627K 0.48%
1,178
+10
48
$625K 0.47%
1,399
-207
49
$597K 0.45%
11,734
+5,495
50
$579K 0.44%
10,139
+4,699
1
2
3 4 5