HC
Hurley Capital Portfolio holdings
AUM
$143M
This Quarter Return
-0.52%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$132M
AUM Growth
+$7.53M
(+6.1%)
Cap. Flow
+$11M
Cap. Flow
% of AUM
8.32%
Top 10 Holdings %
Top 10 Hldgs %
42.45%
Holding
538
New
131
Increased
92
Reduced
76
Closed
36
Top Buys
| 1 |
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
|
+$1.68M |
| 2 |
HCA Healthcare
HCA
|
+$1.59M |
| 3 |
Unilever
UL
|
+$1.43M |
| 4 |
United Parcel Service
UPS
|
+$1.09M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$857K |
Top Sells
| 1 |
HCA
HCA INC
HCA
|
+$1.44M |
| 2 |
RenaissanceRe
RNR
|
+$1.43M |
| 3 |
Vistra
VST
|
+$1.25M |
| 4 |
PepsiCo
PEP
|
+$1.13M |
| 5 |
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% |
