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
201
$24.8K 0.02%
+200
202
$24.8K 0.02%
114
-197
203
$24.3K 0.02%
49
204
$23.6K 0.02%
556
205
$23.4K 0.02%
760
-230
206
$22.8K 0.02%
+1,000
207
$22.1K 0.02%
16
208
$21.6K 0.02%
+270
209
$21.3K 0.02%
433
210
$20.8K 0.02%
107
211
$20.6K 0.02%
500
212
$20.3K 0.02%
+139
213
$20.3K 0.02%
155
-478
214
$20.2K 0.02%
465
215
$20.1K 0.02%
+78
216
$20K 0.02%
386
217
$19.9K 0.02%
29
-47
218
$19.7K 0.02%
276
+27
219
$19.6K 0.01%
301
220
$19.6K 0.01%
800
221
$19.5K 0.01%
264
222
$19.4K 0.01%
+171
223
$19.4K 0.01%
686
+74
224
$19.4K 0.01%
513
+1
225
$19K 0.01%
175
7 8
9
10 11