HC

Hurley Capital Portfolio holdings

AUM $178M
1-Year Est. Return 16.8%
This Quarter Est. Return
1 Year Est. Return
+16.8%
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
$130B
$10.7K 0.01%
48
CRM icon
302
Salesforce
CRM
$229B
$10.6K 0.01%
39
CTAS icon
303
Cintas
CTAS
$75.5B
$10.5K 0.01%
47
MTB icon
304
M&T Bank
MTB
$28.6B
$10.4K 0.01%
54
+1
FSV icon
305
FirstService
FSV
$7.12B
$10.3K 0.01%
59
GNRC icon
306
Generac Holdings
GNRC
$9.07B
$10.3K 0.01%
72
+8
F icon
307
Ford
F
$52.9B
$10.1K 0.01%
932
+450
MCO icon
308
Moody's
MCO
$87.6B
$10.1K 0.01%
20
ADSK icon
309
Autodesk
ADSK
$63.3B
$9.91K 0.01%
32
GEHC icon
310
GE HealthCare
GEHC
$33.7B
$9.85K 0.01%
133
+132
RTO icon
311
Rentokil
RTO
$13.4B
$9.45K 0.01%
394
+6
MTD icon
312
Mettler-Toledo International
MTD
$28.8B
$9.4K 0.01%
8
CMI icon
313
Cummins
CMI
$64.5B
$9.31K 0.01%
28
VGK icon
314
Vanguard FTSE Europe ETF
VGK
$27.9B
$9.3K 0.01%
120
NICE icon
315
Nice
NICE
$8.15B
$8.78K 0.01%
52
ABNB icon
316
Airbnb
ABNB
$73.5B
$8.6K 0.01%
65
FLUT icon
317
Flutter Entertainment
FLUT
$35.2B
$8.57K 0.01%
30
EXPE icon
318
Expedia Group
EXPE
$32.8B
$8.47K 0.01%
50
MIND icon
319
MIND Technology
MIND
$97.3M
$8.44K 0.01%
+1,000
RDDT icon
320
Reddit
RDDT
$35.9B
$8.43K 0.01%
+56
DSGX icon
321
Descartes Systems
DSGX
$7.07B
$8.34K 0.01%
82
AI icon
322
C3.ai
AI
$1.94B
$8.23K 0.01%
335
EFG icon
323
iShares MSCI EAFE Growth ETF
EFG
$11.4B
$8.14K 0.01%
73
+1
NLY icon
324
Annaly Capital Management
NLY
$14.9B
$8.06K 0.01%
428
+376
EA icon
325
Electronic Arts
EA
$50.2B
$7.99K 0.01%
50