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
51
$527K 0.4%
+8,986
52
$501K 0.38%
13,747
+2,243
53
$451K 0.34%
4,164
+1,495
54
$435K 0.33%
8,584
+3,275
55
$378K 0.29%
1,007
+124
56
$337K 0.26%
2,159
+977
57
$333K 0.25%
593
+64
58
$332K 0.25%
6,449
+404
59
$329K 0.25%
12,368
+216
60
$326K 0.25%
13,484
+2
61
$321K 0.24%
4,247
-182
62
$297K 0.22%
6,790
-879
63
$278K 0.21%
+5,595
64
$262K 0.2%
12,048
65
$243K 0.18%
3,255
-380
66
$222K 0.17%
13,045
67
$213K 0.16%
6,532
+7
68
$207K 0.16%
+838
69
$200K 0.15%
793
+1
70
$197K 0.15%
761
-632
71
$190K 0.14%
1,008
+2
72
$189K 0.14%
1,932
+1
73
$185K 0.14%
1,118
-4
74
$178K 0.13%
1,600
75
$173K 0.13%
7,741
+6,091
1 2
3
4 5