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
CMG icon
351
Chipotle Mexican Grill
CMG
$41.5B
$5.62K ﹤0.01%
100
AAON icon
352
Aaon
AAON
$7.77B
$5.55K ﹤0.01%
75
ETHA
353
iShares Ethereum Trust ETF
ETHA
$1.83B
$5.43K ﹤0.01%
285
BMY icon
354
Bristol-Myers Squibb
BMY
$99B
$5.37K ﹤0.01%
116
EMXC icon
355
iShares MSCI Emerging Markets ex China ETF
EMXC
$14B
$5.3K ﹤0.01%
84
GH icon
356
Guardant Health
GH
$12.2B
$5.2K ﹤0.01%
100
AQST icon
357
Aquestive Therapeutics
AQST
$647M
$5.19K ﹤0.01%
1,569
SFM icon
358
Sprouts Farmers Market
SFM
$7.95B
$4.94K ﹤0.01%
30
BTC
359
Grayscale Bitcoin Mini Trust ETF
BTC
$4.28B
$4.92K ﹤0.01%
103
COF icon
360
Capital One
COF
$138B
$4.89K ﹤0.01%
23
FMAG icon
361
Fidelity Magellan ETF
FMAG
$270M
$4.87K ﹤0.01%
142
-2
MMM icon
362
3M
MMM
$90.6B
$4.72K ﹤0.01%
31
MRNA icon
363
Moderna
MRNA
$9.75B
$4.61K ﹤0.01%
167
MU icon
364
Micron Technology
MU
$266B
$4.58K ﹤0.01%
37
JD icon
365
JD.com
JD
$43.5B
$4.57K ﹤0.01%
140
ETH
366
Grayscale Ethereum Mini Trust ETF
ETH
$2.25B
$4.51K ﹤0.01%
190
DFAU icon
367
Dimensional US Core Equity Market ETF
DFAU
$9.44B
$4.48K ﹤0.01%
106
+1
TOST icon
368
Toast
TOST
$21.6B
$4.47K ﹤0.01%
101
NEM icon
369
Newmont
NEM
$97.9B
$4.44K ﹤0.01%
76
MGK icon
370
Vanguard Mega Cap Growth ETF
MGK
$31.2B
$4.41K ﹤0.01%
12
MSOS icon
371
AdvisorShares Pure US Cannabis ETF
MSOS
$711M
$4.37K ﹤0.01%
1,813
-945
ARM icon
372
Arm
ARM
$149B
$4.21K ﹤0.01%
26
GLOB icon
373
Globant
GLOB
$2.77B
$4.09K ﹤0.01%
45
BOX icon
374
Box
BOX
$4.63B
$3.96K ﹤0.01%
116
SPHY icon
375
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$9.16B
$3.59K ﹤0.01%
151