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
$178M
AUM Growth
+$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
690
New
Increased
Reduced
Closed

Top Buys

1 +$4.6M
2 +$3.3M
3 +$2.7M
4
EPD icon
Enterprise Products Partners
EPD
+$2.34M
5
CNQ icon
Canadian Natural Resources
CNQ
+$1.11M

Top Sells

1 +$5.64M
2 +$720K
3 +$629K
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$476K
5
AEM icon
Agnico Eagle Mines
AEM
+$162K

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
STX icon
226
Seagate
STX
$96.5B
$23.6K 0.01%
100
URI icon
227
United Rentals
URI
$57.5B
$23.6K 0.01%
25
+1
SCHZ icon
228
Schwab US Aggregate Bond ETF
SCHZ
$9.71B
$23.5K 0.01%
1,000
VIG icon
229
Vanguard Dividend Appreciation ETF
VIG
$104B
$23.3K 0.01%
108
+1
CRWD icon
230
CrowdStrike
CRWD
$118B
$23K 0.01%
+47
PSTG icon
231
Pure Storage
PSTG
$24.5B
$23K 0.01%
274
IR icon
232
Ingersoll Rand
IR
$33.7B
$22.7K 0.01%
275
+5
AMT icon
233
American Tower
AMT
$83.1B
$22.7K 0.01%
118
+4
RNP icon
234
Cohen & Steers REIT and Preferred and Income Fund
RNP
$952M
$22.5K 0.01%
1,000
TDG icon
235
TransDigm Group
TDG
$79.7B
$22.4K 0.01%
17
+1
ISRG icon
236
Intuitive Surgical
ISRG
$185B
$22.4K 0.01%
50
+1
UPS icon
237
United Parcel Service
UPS
$88B
$22.3K 0.01%
267
-8,609
MAA icon
238
Mid-America Apartment Communities
MAA
$15.5B
$22.2K 0.01%
159
+154
WM icon
239
Waste Management
WM
$93.3B
$22.1K 0.01%
100
IHDG icon
240
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.32B
$21.8K 0.01%
473
+1
AMAT icon
241
Applied Materials
AMAT
$267B
$21.5K 0.01%
105
LAMR icon
242
Lamar Advertising Co
LAMR
$12.9B
$21.4K 0.01%
175
+2
MS.PRA icon
243
Morgan Stanley Series A Preferred Stock
MS.PRA
$814M
$21.4K 0.01%
1,000
VNLA icon
244
Janus Henderson Short Duration Income ETF
VNLA
$2.94B
$21.3K 0.01%
433
SCHW icon
245
Charles Schwab
SCHW
$184B
$21.3K 0.01%
223
EWL icon
246
iShares MSCI Switzerland ETF
EWL
$1.64B
$21.3K 0.01%
386
VO icon
247
Vanguard Mid-Cap ETF
VO
$94.1B
$21.2K 0.01%
72
XYZ
248
Block Inc
XYZ
$39B
$21K 0.01%
291
+189
GGN
249
GAMCO Global Gold, Natural Resources & Income Trust
GGN
$888M
$20.8K 0.01%
4,038
+75
EFV icon
250
iShares MSCI EAFE Value ETF
EFV
$29.1B
$20.3K 0.01%
299