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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
$186M
AUM Growth
+$7.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
742
New
Increased
Reduced
Closed

Top Sells

1 +$4.12M
2 +$712K
3 +$198K
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$161K
5
INBX icon
Inhibrx
INBX
+$131K

Sector Composition

1 Energy 9.9%
2 Financials 4.62%
3 Communication Services 4.13%
4 Technology 3.19%
5 Consumer Discretionary 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GBTC icon
226
Grayscale Bitcoin Trust
GBTC
$10B
$27.3K 0.01%
517
SILJ icon
227
Amplify Junior Silver Miners ETF
SILJ
$3.82B
$27.1K 0.01%
913
PVI icon
228
Invesco Floating Rate Municipal Income ETF
PVI
$33.6M
$27K 0.01%
1,086
+4
QUAL icon
229
iShares MSCI USA Quality Factor ETF
QUAL
$46.8B
$26.7K 0.01%
139
-37
UPS icon
230
United Parcel Service
UPS
$92.5B
$26.6K 0.01%
271
+4
PAVE icon
231
Global X US Infrastructure Development ETF
PAVE
$14B
$26.3K 0.01%
518
+3
BIV icon
232
Vanguard Intermediate-Term Bond ETF
BIV
$28.7B
$26.3K 0.01%
341
CMCSA icon
233
Comcast
CMCSA
$85.6B
$26.3K 0.01%
915
+9
EVR icon
234
Evercore
EVR
$14.1B
$25.9K 0.01%
87
DFIS icon
235
Dimensional International Small Cap ETF
DFIS
$5.89B
$25.4K 0.01%
+755
AEM icon
236
Agnico Eagle Mines
AEM
$85.9B
$24.7K 0.01%
122
+1
ALGM icon
237
Allegro MicroSystems
ALGM
$10.2B
$23.8K 0.01%
756
+153
AGG icon
238
iShares Core US Aggregate Bond ETF
AGG
$137B
$23.7K 0.01%
239
+91
VV icon
239
Vanguard Large-Cap ETF
VV
$53B
$23.7K 0.01%
79
IBDU icon
240
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.92B
$23.4K 0.01%
+1,008
WM icon
241
Waste Management
WM
$87.1B
$23K 0.01%
100
IHDG icon
242
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.24B
$22.9K 0.01%
475
+1
UNH icon
243
UnitedHealth
UNH
$373B
$22.8K 0.01%
84
+1
LAMR icon
244
Lamar Advertising Co
LAMR
$15.7B
$22.8K 0.01%
180
+3
EWL icon
245
iShares MSCI Switzerland ETF
EWL
$1.9B
$22.7K 0.01%
386
ISRG icon
246
Intuitive Surgical
ISRG
$148B
$22.6K 0.01%
49
GGN
247
GAMCO Global Gold, Natural Resources & Income Trust
GGN
$783M
$22.2K 0.01%
4,180
+69
SOFI icon
248
SoFi Technologies
SOFI
$22B
$22.2K 0.01%
1,400
IR icon
249
Ingersoll Rand
IR
$30B
$21.6K 0.01%
270
INTU icon
250
Intuit
INTU
$77.1B
$21.6K 0.01%
50
+22