HC

Hurley Capital Portfolio holdings

AUM $186M
1-Year Est. Return 23.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
+$964K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1 +$1.81M
2 +$1.65M
3 +$1.48M
4
RL icon
Ralph Lauren
RL
+$620K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$580K

Sector Composition

1 Energy 5.72%
2 Financials 5.34%
3 Communication Services 4.29%
4 Technology 3.36%
5 Consumer Discretionary 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CL icon
301
Colgate-Palmolive
CL
$69.9B
$12.2K 0.01%
154
+1
MP icon
302
MP Materials
MP
$11.6B
$12.1K 0.01%
240
BMY icon
303
Bristol-Myers Squibb
BMY
$116B
$12K 0.01%
223
+97
DAR icon
304
Darling Ingredients
DAR
$9.9B
$11.9K 0.01%
331
RTO icon
305
Rentokil
RTO
$16.2B
$11.7K 0.01%
396
CTVA icon
306
Corteva
CTVA
$55.6B
$11.5K 0.01%
172
EFG icon
307
iShares MSCI EAFE Growth ETF
EFG
$15.4B
$11.5K 0.01%
101
+28
PRU icon
308
Prudential Financial
PRU
$35.7B
$11.3K 0.01%
100
-10
DEO icon
309
Diageo
DEO
$44.8B
$11.2K 0.01%
130
MTD icon
310
Mettler-Toledo International
MTD
$21B
$11.2K 0.01%
8
NTAP icon
311
NetApp
NTAP
$23.5B
$11.1K 0.01%
104
+99
CMI icon
312
Cummins
CMI
$98.3B
$11.1K 0.01%
22
-3
TMO icon
313
Thermo Fisher Scientific
TMO
$166B
$11K 0.01%
19
-3
TSM icon
314
TSMC
TSM
$2.08T
$10.9K 0.01%
36
ABX
315
Abacus Global Management
ABX
$886M
$10.9K 0.01%
1,275
+30
LHX icon
316
L3Harris
LHX
$56.6B
$10.7K 0.01%
36
PATH icon
317
UiPath
PATH
$4.96B
$10.7K 0.01%
650
+270
MU icon
318
Micron Technology
MU
$903B
$10.6K 0.01%
37
-10
CRM icon
319
Salesforce
CRM
$136B
$10.4K 0.01%
39
-4
FAST icon
320
Fastenal
FAST
$50B
$10.3K 0.01%
257
-9
MCO icon
321
Moody's
MCO
$76.7B
$10.3K 0.01%
20
EA icon
322
Electronic Arts
EA
$50.1B
$10.2K 0.01%
50
-5
GH icon
323
Guardant Health
GH
$13B
$10.2K 0.01%
100
FCX icon
324
Freeport-McMoran
FCX
$96.7B
$10.2K 0.01%
201
-14
AQST icon
325
Aquestive Therapeutics
AQST
$513M
$10.1K 0.01%
1,569