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
$178M
AUM Growth
+$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
690
New
Increased
Reduced
Closed

Top Buys

1 +$4.6M
2 +$3.3M
3 +$2.7M
4
EPD icon
Enterprise Products Partners
EPD
+$2.34M
5
CNQ icon
Canadian Natural Resources
CNQ
+$1.11M

Top Sells

1 +$5.64M
2 +$720K
3 +$629K
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$476K
5
AEM icon
Agnico Eagle Mines
AEM
+$162K

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
TMUS icon
501
T-Mobile US
TMUS
$218B
$479 ﹤0.01%
+2
MDT icon
502
Medtronic
MDT
$128B
$476 ﹤0.01%
+5
RIOT icon
503
Riot Platforms
RIOT
$5.69B
$476 ﹤0.01%
25
SO icon
504
Southern Company
SO
$93B
$474 ﹤0.01%
+5
DLTR icon
505
Dollar Tree
DLTR
$25.8B
$472 ﹤0.01%
+5
MSI icon
506
Motorola Solutions
MSI
$60.7B
$457 ﹤0.01%
+1
SRE icon
507
Sempra
SRE
$57.8B
$450 ﹤0.01%
+5
NDAQ icon
508
Nasdaq
NDAQ
$53.4B
$442 ﹤0.01%
+5
EL icon
509
Estee Lauder
EL
$37.5B
$441 ﹤0.01%
+5
NOK icon
510
Nokia
NOK
$34.8B
$433 ﹤0.01%
90
BA icon
511
Boeing
BA
$160B
$432 ﹤0.01%
+2
CSGP icon
512
CoStar Group
CSGP
$28.9B
$422 ﹤0.01%
+5
ODFL icon
513
Old Dominion Freight Line
ODFL
$33.3B
$422 ﹤0.01%
+3
MET icon
514
MetLife
MET
$54.1B
$412 ﹤0.01%
+5
ALB icon
515
Albemarle
ALB
$15.6B
$405 ﹤0.01%
+5
MMC icon
516
Marsh & McLennan
MMC
$91.2B
$403 ﹤0.01%
+2
XEL icon
517
Xcel Energy
XEL
$44.5B
$403 ﹤0.01%
+5
SWKS icon
518
Skyworks Solutions
SWKS
$10B
$385 ﹤0.01%
+5
PAYX icon
519
Paychex
PAYX
$41.5B
$380 ﹤0.01%
+3
LDOS icon
520
Leidos
LDOS
$24.3B
$378 ﹤0.01%
+2
NEE icon
521
NextEra Energy
NEE
$170B
$377 ﹤0.01%
+5
CMS icon
522
CMS Energy
CMS
$21.3B
$366 ﹤0.01%
+5
AON icon
523
Aon
AON
$76B
$357 ﹤0.01%
+1
SMG icon
524
ScottsMiracle-Gro
SMG
$3.35B
$352 ﹤0.01%
6
VTR icon
525
Ventas
VTR
$36.6B
$350 ﹤0.01%
+5