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
SUZ icon
476
Suzano
SUZ
$12.5B
$1.35K ﹤0.01%
+145
DVLT
477
Datavault AI
DVLT
$403M
$1.31K ﹤0.01%
+2,050
ANGI icon
478
Angi Inc
ANGI
$306M
$1.28K ﹤0.01%
99
NLY icon
479
Annaly Capital Management
NLY
$15.8B
$1.28K ﹤0.01%
57
+2
SLYV icon
480
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.05B
$1.2K ﹤0.01%
13
OKE icon
481
Oneok
OKE
$53.7B
$956 ﹤0.01%
13
PAYC icon
482
Paycom
PAYC
$6.56B
$956 ﹤0.01%
+6
BATRK icon
483
Atlanta Braves Holdings Series B
BATRK
$2.78B
$947 ﹤0.01%
24
TEF
484
DELISTED
Telefonica
TEF
$907 ﹤0.01%
+224
BBDC icon
485
Barings BDC
BBDC
$847M
$890 ﹤0.01%
+97
GLW icon
486
Corning
GLW
$113B
$849 ﹤0.01%
10
PLD icon
487
Prologis
PLD
$125B
$801 ﹤0.01%
6
DFEM icon
488
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$7.8B
$748 ﹤0.01%
23
+1
OLMA icon
489
Olema Pharmaceuticals
OLMA
$1.33B
$725 ﹤0.01%
+29
SDS icon
490
ProShares UltraShort S&P500
SDS
$451M
$685 ﹤0.01%
10
-1
UFPT icon
491
UFP Technologies
UFPT
$1.57B
$666 ﹤0.01%
3
GME icon
492
GameStop
GME
$10.4B
$663 ﹤0.01%
+33
FNDA icon
493
Schwab Fundamental US Small Company Index ETF
FNDA
$9.21B
$646 ﹤0.01%
21
+1
HDV
494
iShares Core High Dividend ETF
HDV
$13.3B
$641 ﹤0.01%
5
WAB icon
495
Wabtec
WAB
$40.8B
$640 ﹤0.01%
3
TJX icon
496
TJX Companies
TJX
$173B
$628 ﹤0.01%
4
-10
BAK icon
497
Braskem
BAK
$1.78B
$590 ﹤0.01%
+200
NOK icon
498
Nokia
NOK
$48.3B
$582 ﹤0.01%
90
GLIBK
499
GCI Liberty Inc Series C
GLIBK
$1.46B
$558 ﹤0.01%
15
SOLV icon
500
Solventum
SOLV
$11.6B
$555 ﹤0.01%
7