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
76
$168K 0.13%
4,454
-860
77
$166K 0.13%
1,259
78
$165K 0.12%
637
+565
79
$164K 0.12%
1,211
-347
80
$164K 0.12%
3,186
81
$160K 0.12%
762
+6
82
$157K 0.12%
5,657
+1,462
83
$156K 0.12%
6,159
+5
84
$153K 0.12%
5,443
+380
85
$149K 0.11%
317
86
$148K 0.11%
1,498
+35
87
$144K 0.11%
847
88
$138K 0.1%
2,016
-155
89
$136K 0.1%
354
+312
90
$134K 0.1%
2,584
+1,926
91
$132K 0.1%
937
+1
92
$131K 0.1%
+694
93
$129K 0.1%
5,830
+124
94
$129K 0.1%
2,462
+295
95
$126K 0.1%
+2,520
96
$126K 0.1%
523
-5,954
97
$125K 0.1%
+1,049
98
$120K 0.09%
706
+370
99
$118K 0.09%
1,300
+386
100
$111K 0.08%
236
2 3
4
5 6