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
151
$46.5K 0.04%
+1,113
152
$45.3K 0.03%
574
153
$44.2K 0.03%
+81
154
$44.2K 0.03%
259
+2
155
$43.9K 0.03%
5,000
156
$43.6K 0.03%
341
-99
157
$43.5K 0.03%
79
-232
158
$42.8K 0.03%
+330
159
$42.6K 0.03%
540
-114
160
$42.2K 0.03%
500
-100
161
$42.1K 0.03%
+465
162
$41.7K 0.03%
278
-7,511
163
$41.7K 0.03%
581
164
$39.3K 0.03%
682
165
$38K 0.03%
99
166
$38K 0.03%
+24,845
167
$37.2K 0.03%
1,500
168
$37.2K 0.03%
480
169
$37.1K 0.03%
385
-260
170
$36.8K 0.03%
1,860
-7
171
$36K 0.03%
1,556
-4,340
172
$36K 0.03%
1,422
-1,793
173
$36K 0.03%
136
174
$35.7K 0.03%
72
175
$35.4K 0.03%
394
+1
5 6
7
8 9