HC

Hurley Capital Portfolio holdings

AUM $143M
This Quarter Return
+1.57%
1 Year Return
3 Year Return
5 Year Return
10 Year Return
AUM
$124M
AUM Growth
Cap. Flow
+$124M
Cap. Flow %
100%
Top 10 Hldgs %
42.63%
Holding
407
New
407
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Financials 9.35%
2 Communication Services 4.72%
3 Consumer Discretionary 4.39%
4 Energy 4.13%
5 Technology 2.57%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
AXP icon
226
American Express
AXP
$230B
$16.9K 0.01%
+54
New +$16.9K
KO icon
227
Coca-Cola
KO
$297B
$16.9K 0.01%
+249
New +$16.9K
IJH icon
228
iShares Core S&P Mid-Cap ETF
IJH
$99.6B
$16.7K 0.01%
+265
New +$16.7K
INTC icon
229
Intel
INTC
$106B
$16.6K 0.01%
+803
New +$16.6K
RYAN icon
230
Ryan Specialty Holdings
RYAN
$7.1B
$16.5K 0.01%
+264
New +$16.5K
SCHW icon
231
Charles Schwab
SCHW
$174B
$16.5K 0.01%
+221
New +$16.5K
URI icon
232
United Rentals
URI
$61.7B
$16.4K 0.01%
+24
New +$16.4K
LECO icon
233
Lincoln Electric
LECO
$13.4B
$15.9K 0.01%
+85
New +$15.9K
DEO icon
234
Diageo
DEO
$61.5B
$15.8K 0.01%
+130
New +$15.8K
COST icon
235
Costco
COST
$416B
$15.8K 0.01%
+15
New +$15.8K
EFV icon
236
iShares MSCI EAFE Value ETF
EFV
$27.6B
$15.7K 0.01%
+299
New +$15.7K
GILD icon
237
Gilead Sciences
GILD
$140B
$15.5K 0.01%
+160
New +$15.5K
CSB icon
238
VictoryShares US Small Cap High Div Volatility Wtd ETF
CSB
$273M
$15.1K 0.01%
+253
New +$15.1K
GGN
239
GAMCO Global Gold, Natural Resources & Income Trust
GGN
$742M
$14.9K 0.01%
+3,800
New +$14.9K
T icon
240
AT&T
T
$208B
$14.8K 0.01%
+612
New +$14.8K
D icon
241
Dominion Energy
D
$50.5B
$14.7K 0.01%
+263
New +$14.7K
CRM icon
242
Salesforce
CRM
$242B
$14.6K 0.01%
+39
New +$14.6K
XLV icon
243
Health Care Select Sector SPDR Fund
XLV
$33.9B
$14.6K 0.01%
+105
New +$14.6K
IEF icon
244
iShares 7-10 Year Treasury Bond ETF
IEF
$35.4B
$14.5K 0.01%
+157
New +$14.5K
ALGM icon
245
Allegro MicroSystems
ALGM
$5.64B
$14.3K 0.01%
+603
New +$14.3K
TLT icon
246
iShares 20+ Year Treasury Bond ETF
TLT
$47.3B
$14.1K 0.01%
+161
New +$14.1K
PM icon
247
Philip Morris
PM
$261B
$14K 0.01%
+105
New +$14K
NVO icon
248
Novo Nordisk
NVO
$251B
$14K 0.01%
+160
New +$14K
CL icon
249
Colgate-Palmolive
CL
$68.2B
$13.7K 0.01%
+152
New +$13.7K
SMG icon
250
ScottsMiracle-Gro
SMG
$3.48B
$13.3K 0.01%
+200
New +$13.3K