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
PYPL icon
251
PayPal
PYPL
$50.6B
$20.2K 0.01%
301
CHSCM
252
CHS Inc Class B Series 3 Preferred Stock
CHSCM
$493M
$19.8K 0.01%
800
INTU icon
253
Intuit
INTU
$150B
$19.8K 0.01%
+29
WRN
254
Western Copper and Gold
WRN
$818M
$19.7K 0.01%
10,000
LQD icon
255
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$27.2B
$19.5K 0.01%
175
STZ icon
256
Constellation Brands
STZ
$27.4B
$18.9K 0.01%
141
+1
APH icon
257
Amphenol
APH
$179B
$18.8K 0.01%
152
+15
PM icon
258
Philip Morris
PM
$278B
$18.7K 0.01%
115
+10
MUB icon
259
iShares National Muni Bond ETF
MUB
$42B
$18.6K 0.01%
174
+1
SKE
260
Skeena Resources
SKE
$4.23B
$18.4K 0.01%
1,000
NOW icon
261
ServiceNow
NOW
$137B
$18.4K 0.01%
100
+5
KO icon
262
Coca-Cola
KO
$314B
$17.7K 0.01%
267
+17
ALGM icon
263
Allegro MicroSystems
ALGM
$6.4B
$17.6K 0.01%
603
LECO icon
264
Lincoln Electric
LECO
$14.1B
$17.6K 0.01%
75
IJH icon
265
iShares Core S&P Mid-Cap ETF
IJH
$108B
$17.4K 0.01%
266
+1
MGM icon
266
MGM Resorts International
MGM
$8.96B
$17.3K 0.01%
500
USAR
267
USA Rare Earth Inc
USAR
$3.73B
$17.2K 0.01%
+1,000
MTCH icon
268
Match Group
MTCH
$7.4B
$16.7K 0.01%
474
+3
AVUS icon
269
Avantis US Equity ETF
AVUS
$11.1B
$16.6K 0.01%
153
LOW icon
270
Lowe's Companies
LOW
$151B
$16.6K 0.01%
66
+18
MP icon
271
MP Materials
MP
$11.9B
$16.1K 0.01%
240
TTWO icon
272
Take-Two Interactive
TTWO
$44.9B
$15.5K 0.01%
60
IEF icon
273
iShares 7-10 Year Treasury Bond ETF
IEF
$45.9B
$15.4K 0.01%
160
+2
WMB icon
274
Williams Companies
WMB
$81.7B
$15.1K 0.01%
238
+1
AVGO icon
275
Broadcom
AVGO
$1.58T
$14.9K 0.01%
45
+38