HC

Hurley Capital Portfolio holdings

AUM $179M
1-Year Est. Return 21.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$178M
AUM Growth
+$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
690
New
Increased
Reduced
Closed

Top Buys

1 +$4.57M
2 +$3.29M
3 +$2.59M
4
EPD icon
Enterprise Products Partners
EPD
+$2.36M
5
CNQ icon
Canadian Natural Resources
CNQ
+$1.09M

Top Sells

1 +$5.64M
2 +$780K
3 +$612K
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$453K
5
AEM icon
Agnico Eagle Mines
AEM
+$132K

Sector Composition

1 Energy 6.75%
2 Financials 5.28%
3 Communication Services 4.14%
4 Technology 3.14%
5 Healthcare 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MSOS icon
351
AdvisorShares Pure US Cannabis ETF
MSOS
$1.06B
$6.82K ﹤0.01%
1,423
-390
OMF icon
352
OneMain Financial
OMF
$6.89B
$6.38K ﹤0.01%
113
+2
ROIV icon
353
Roivant Sciences
ROIV
$20.4B
$6.25K ﹤0.01%
+413
GH icon
354
Guardant Health
GH
$11.4B
$6.25K ﹤0.01%
100
CRML icon
355
Critical Metals Corp
CRML
$1.68B
$6.22K ﹤0.01%
+1,000
CVS icon
356
CVS Health
CVS
$104B
$6.2K ﹤0.01%
+82
EIM
357
Eaton Vance Municipal Bond Fund
EIM
$507M
$6.12K ﹤0.01%
616
+10
D icon
358
Dominion Energy
D
$56.7B
$6.12K ﹤0.01%
100
-167
AMBQ
359
Ambiq Micro
AMBQ
$801M
$5.98K ﹤0.01%
+200
FWONK icon
360
Liberty Media Series C
FWONK
$21.6B
$5.95K ﹤0.01%
57
DDD icon
361
3D Systems Corp
DDD
$359M
$5.94K ﹤0.01%
+2,049
LAES icon
362
SEALSQ Corp
LAES
$646M
$5.72K ﹤0.01%
+1,529
BMY icon
363
Bristol-Myers Squibb
BMY
$119B
$5.68K ﹤0.01%
126
+10
EMXC icon
364
iShares MSCI Emerging Markets ex China ETF
EMXC
$22.3B
$5.67K ﹤0.01%
84
MMM icon
365
3M
MMM
$76.4B
$5.61K ﹤0.01%
36
+5
NIO icon
366
NIO
NIO
$16B
$5.58K ﹤0.01%
+733
SMR icon
367
NuScale Power
SMR
$4.03B
$5.44K ﹤0.01%
151
SYM icon
368
Symbotic
SYM
$7.43B
$5.39K ﹤0.01%
+100
BTC
369
Grayscale Bitcoin Mini Trust ETF
BTC
$3.34B
$5.21K ﹤0.01%
103
SPSC icon
370
SPS Commerce
SPSC
$2.04B
$5.21K ﹤0.01%
50
CRSP icon
371
CRISPR Therapeutics
CRSP
$5.05B
$5.18K ﹤0.01%
+80
TTI icon
372
TETRA Technologies
TTI
$1.29B
$5.15K ﹤0.01%
+896
DOW icon
373
Dow Inc
DOW
$29.2B
$5.12K ﹤0.01%
223
+6
BOOM icon
374
DMC Global
BOOM
$131M
$5.09K ﹤0.01%
+603
PATH icon
375
UiPath
PATH
$5.4B
$5.08K ﹤0.01%
+380