HC

Hurley Capital Portfolio holdings

AUM $178M
1-Year Est. Return 16.8%
This Fund
S&P 500
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
State Street 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
176
$35.2K 0.03%
+5,000
177
$35.2K 0.03%
219
178
$35K 0.03%
948
-1,052
179
$34.6K 0.03%
135
180
$33.8K 0.03%
242
+55
181
$33.7K 0.03%
+517
182
$33.6K 0.03%
661
+2
183
$33.3K 0.03%
325
184
$32.8K 0.02%
1,491
185
$31.9K 0.02%
+2,160
186
$30.6K 0.02%
+1,233
187
$30.5K 0.02%
418
-600
188
$30.4K 0.02%
284
189
$29.4K 0.02%
+820
190
$29.2K 0.02%
1,614
191
$29.2K 0.02%
142
192
$28.9K 0.02%
795
193
$28.9K 0.02%
1,900
194
$28.8K 0.02%
55
195
$28.3K 0.02%
600
196
$27.7K 0.02%
2,402
197
$27.5K 0.02%
150
+40
198
$26.1K 0.02%
341
-400
199
$25.5K 0.02%
+555
200
$25.2K 0.02%
245
-42
6 7
8
9 10