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
126
$61.5K 0.05%
230
127
$61K 0.05%
520
-10,613
128
$60.6K 0.05%
650
129
$59.2K 0.04%
169
130
$58.7K 0.04%
231
131
$58.6K 0.04%
+855
132
$58.6K 0.04%
1,100
133
$58K 0.04%
518
+358
134
$57.6K 0.04%
434
-104
135
$56.5K 0.04%
255
+207
136
$56.4K 0.04%
2,047
137
$55.9K 0.04%
948
138
$55.2K 0.04%
+1,042
139
$52.9K 0.04%
400
+304
140
$51.7K 0.04%
424
141
$51.4K 0.04%
1,255
142
$50K 0.04%
201
+126
143
$50K 0.04%
377
144
$49.8K 0.04%
494
145
$49.7K 0.04%
1,096
-958
146
$49K 0.04%
3,238
147
$48.4K 0.04%
659
-400
148
$48.2K 0.04%
670
149
$48K 0.04%
159
150
$46.7K 0.04%
+859
4 5
6
7 8