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
$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
IDR icon
376
Idaho Strategic Resources
IDR
$655M
$5.76K ﹤0.01%
+143
AAON icon
377
Aaon
AAON
$7.21B
$5.75K ﹤0.01%
75
HYT icon
378
BlackRock Corporate High Yield Fund
HYT
$1.41B
$5.72K ﹤0.01%
643
-509
AMBQ
379
Ambiq Micro
AMBQ
$801M
$5.7K ﹤0.01%
200
FWONK icon
380
Liberty Media Series C
FWONK
$21.6B
$5.62K ﹤0.01%
57
DC icon
381
Dakota Gold
DC
$718M
$5.59K ﹤0.01%
+984
D icon
382
Dominion Energy
D
$56.7B
$5.57K ﹤0.01%
95
-5
PACB icon
383
Pacific Biosciences
PACB
$494M
$5.57K ﹤0.01%
+2,976
TWLO icon
384
Twilio
TWLO
$22.4B
$5.41K ﹤0.01%
+38
RELY icon
385
Remitly
RELY
$4.55B
$5.4K ﹤0.01%
+391
AESI icon
386
Atlas Energy Solutions
AESI
$2.14B
$5.29K ﹤0.01%
+562
OKTA icon
387
Okta
OKTA
$13B
$5.28K ﹤0.01%
+61
ENPH icon
388
Enphase Energy
ENPH
$4.34B
$5.26K ﹤0.01%
164
+35
AVGO icon
389
Broadcom
AVGO
$1.98T
$5.19K ﹤0.01%
15
-30
KTOS icon
390
Kratos Defense & Security Solutions
KTOS
$11.8B
$5.16K ﹤0.01%
+68
NOC icon
391
Northrop Grumman
NOC
$82.3B
$5.15K ﹤0.01%
9
+8
BAH icon
392
Booz Allen Hamilton
BAH
$9.38B
$5.15K ﹤0.01%
+61
ILMN icon
393
Illumina
ILMN
$19.3B
$5.12K ﹤0.01%
+39
HPE icon
394
Hewlett Packard
HPE
$38.2B
$5.04K ﹤0.01%
210
+200
MMM icon
395
3M
MMM
$76.2B
$5.01K ﹤0.01%
31
-5
ZM icon
396
Zoom
ZM
$28.6B
$5K ﹤0.01%
+58
DOCU
397
DocuSign
DOCU
$8.89B
$4.99K ﹤0.01%
73
+71
FANG icon
398
Diamondback Energy
FANG
$56.3B
$4.99K ﹤0.01%
33
+23
MGK icon
399
Vanguard Mega Cap Growth ETF
MGK
$6.34B
$4.99K ﹤0.01%
12
DFAU icon
400
Dimensional US Core Equity Market ETF
DFAU
$11.3B
$4.97K ﹤0.01%
106