HC

Hurley Capital Portfolio holdings

AUM $143M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1 +$2.56M
2 +$1.19M
3 +$1.16M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$909K
5
VTV icon
Vanguard Value ETF
VTV
+$871K

Sector Composition

1 Energy 5.78%
2 Financials 5.55%
3 Communication Services 4.02%
4 Healthcare 3.51%
5 Consumer Discretionary 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
LOW icon
301
Lowe's Companies
LOW
$134B
$10.7K 0.01%
48
CRM icon
302
Salesforce
CRM
$248B
$10.6K 0.01%
39
CTAS icon
303
Cintas
CTAS
$73.7B
$10.5K 0.01%
47
MTB icon
304
M&T Bank
MTB
$28.3B
$10.4K 0.01%
54
+1
FSV icon
305
FirstService
FSV
$7.26B
$10.3K 0.01%
59
GNRC icon
306
Generac Holdings
GNRC
$9.86B
$10.3K 0.01%
72
+8
F icon
307
Ford
F
$52.3B
$10.1K 0.01%
932
+450
MCO icon
308
Moody's
MCO
$85.7B
$10.1K 0.01%
20
ADSK icon
309
Autodesk
ADSK
$64.2B
$9.91K 0.01%
32
GEHC icon
310
GE HealthCare
GEHC
$34.1B
$9.85K 0.01%
133
+132
RTO icon
311
Rentokil
RTO
$14B
$9.45K 0.01%
394
+6
MTD icon
312
Mettler-Toledo International
MTD
$29.2B
$9.4K 0.01%
8
CMI icon
313
Cummins
CMI
$60.3B
$9.31K 0.01%
28
VGK icon
314
Vanguard FTSE Europe ETF
VGK
$27.5B
$9.3K 0.01%
120
NICE icon
315
Nice
NICE
$8.44B
$8.78K 0.01%
52
ABNB icon
316
Airbnb
ABNB
$77.5B
$8.6K 0.01%
65
FLUT icon
317
Flutter Entertainment
FLUT
$40.8B
$8.57K 0.01%
30
EXPE icon
318
Expedia Group
EXPE
$27.2B
$8.47K 0.01%
50
MIND icon
319
MIND Technology
MIND
$87.7M
$8.44K 0.01%
+1,000
RDDT icon
320
Reddit
RDDT
$39.6B
$8.43K 0.01%
+56
DSGX icon
321
Descartes Systems
DSGX
$7.58B
$8.34K 0.01%
82
AI icon
322
C3.ai
AI
$2.42B
$8.23K 0.01%
335
EFG icon
323
iShares MSCI EAFE Growth ETF
EFG
$11.5B
$8.14K 0.01%
73
+1
NLY icon
324
Annaly Capital Management
NLY
$14.5B
$8.06K 0.01%
428
+376
EA icon
325
Electronic Arts
EA
$49.9B
$7.99K 0.01%
50