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
ITA icon
326
iShares US Aerospace & Defense ETF
ITA
$13.9B
$10.1K 0.01%
+47
HOOD icon
327
Robinhood
HOOD
$69.2B
$10.1K 0.01%
89
+69
VGK icon
328
Vanguard FTSE Europe ETF
VGK
$30B
$10K 0.01%
120
IAGG icon
329
iShares Core International Aggregate Bond Fund
IAGG
$13.4B
$9.7K 0.01%
+194
DHR icon
330
Danaher
DHR
$117B
$9.67K 0.01%
42
-106
WTTR icon
331
Select Water Solutions
WTTR
$2.28B
$9.62K 0.01%
914
+440
HNRG icon
332
Hallador Energy
HNRG
$916M
$9.52K 0.01%
500
ADSK icon
333
Autodesk
ADSK
$48.8B
$9.47K 0.01%
32
-2
COP icon
334
ConocoPhillips
COP
$143B
$9.45K 0.01%
101
+1
BP icon
335
BP
BP
$114B
$9.24K 0.01%
+266
FSV icon
336
FirstService
FSV
$5.94B
$9.21K 0.01%
59
CTAS icon
337
Cintas
CTAS
$65.4B
$8.91K 0.01%
47
-2
ETHA
338
iShares Ethereum Trust ETF
ETHA
$7.2B
$8.86K 0.01%
395
-1,033
ABNB icon
339
Airbnb
ABNB
$78.9B
$8.82K ﹤0.01%
65
-5
MIND icon
340
MIND Technology
MIND
$62.1M
$8.79K ﹤0.01%
1,000
AXON icon
341
Axon Enterprise
AXON
$30.4B
$8.52K ﹤0.01%
15
-1
MRVL icon
342
Marvell Technology
MRVL
$156B
$8.5K ﹤0.01%
100
TTI icon
343
TETRA Technologies
TTI
$1.44B
$8.4K ﹤0.01%
896
RIVN icon
344
Rivian
RIVN
$19.1B
$8.16K ﹤0.01%
414
+259
SANA icon
345
Sana Biotechnology
SANA
$891M
$8.14K ﹤0.01%
2,000
ETH
346
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.81B
$8.14K ﹤0.01%
290
BSY icon
347
Bentley Systems
BSY
$9.49B
$8.1K ﹤0.01%
212
OMF icon
348
OneMain Financial
OMF
$6.06B
$7.77K ﹤0.01%
115
+2
HL icon
349
Hecla Mining
HL
$14.1B
$7.74K ﹤0.01%
+403
TECH icon
350
Bio-Techne
TECH
$7.03B
$7.69K ﹤0.01%
131
-10