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
101
$106K 0.08%
570
+246
102
$105K 0.08%
4,492
-1,178
103
$103K 0.08%
153
104
$102K 0.08%
480
+1
105
$99.1K 0.08%
+2,693
106
$93.9K 0.07%
3,626
+775
107
$91.6K 0.07%
1,435
+835
108
$86.4K 0.07%
718
+2
109
$85.2K 0.06%
103
-100
110
$84.8K 0.06%
257
+1
111
$79.6K 0.06%
895
112
$79.3K 0.06%
667
+556
113
$79K 0.06%
715
+3
114
$76.8K 0.06%
596
+1
115
$75.9K 0.06%
929
116
$75.8K 0.06%
380
117
$74.6K 0.06%
850
-42
118
$71K 0.05%
425
+2
119
$69.3K 0.05%
839
120
$69K 0.05%
897
-448
121
$68.7K 0.05%
2,623
+1
122
$68.3K 0.05%
1,125
+1
123
$67.7K 0.05%
1,622
+20
124
$66.3K 0.05%
+1,051
125
$61.6K 0.05%
734
3 4
5
6 7