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HC

Hurley Capital Portfolio holdings

AUM $186M
1-Year Est. Return 23.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$178M
AUM Growth
+$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
690
New
Increased
Reduced
Closed

Top Buys

1
+$4.57M
2
+$3.29M
3
+$2.59M
4
EPD icon
Enterprise Products Partners
EPD
+$2.36M
5
CNQ icon
Canadian Natural Resources
CNQ
+$1.09M

Top Sells

1
+$5.64M
2
+$780K
3
+$612K
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$453K
5
AEM icon
Agnico Eagle Mines
AEM
+$132K

Sector Composition

1 Energy 6.75%
2 Financials 5.28%
3 Communication Services 4.14%
4 Technology 3.14%
5 Healthcare 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.1M 6.26%
59,596
+1,022
2
$10.4M 5.88%
446,512
+196,652
3
$10M 5.63%
82,996
-3,949
4
$8.94M 5.04%
285,937
+74,958
5
$8.77M 4.94%
14,314
+4,401
6
$8.54M 4.81%
142,265
+12,934
7
$7.25M 4.09%
462,031
-530
8
$5.03M 2.84%
216,237
+10,350
9
$3.94M 2.22%
16,208
+67
10
$3.93M 2.21%
174,628
+146,638
11
$3.72M 2.1%
26,408
-186
12
$3.29M 1.85%
20,687
+15
13
$3.09M 1.74%
117,349
+2,101
14
$2.72M 1.53%
4,090
+1,087
15
$2.61M 1.47%
81,674
+65
16
$2.41M 1.36%
88,398
+5,077
17
$2.26M 1.27%
10,303
+1,986
18
$2.24M 1.26%
13,110
+894
19
$2.15M 1.21%
16,943
+5
20
$2.12M 1.2%
8,339
+2,622
21
$2.09M 1.18%
83,016
-2,388
22
$2.08M 1.17%
39,153
+14,692
23
$1.95M 1.1%
4,576
+25
24
$1.86M 1.05%
5,903
-33
25
$1.86M 1.05%
16,818
+245
1
2 3 4 5