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
CRON
526
Cronos Group
CRON
$1.25B
$348 ﹤0.01%
125
GD icon
527
General Dynamics
GD
$91.2B
$341 ﹤0.01%
+1
SAR icon
528
Saratoga Investment
SAR
$373M
$341 ﹤0.01%
14
HYFM icon
529
Hydrofarm Holdings
HYFM
$9.71M
$339 ﹤0.01%
103
KR icon
530
Kroger
KR
$40.6B
$337 ﹤0.01%
+5
MNST icon
531
Monster Beverage
MNST
$72.3B
$337 ﹤0.01%
+5
CEG icon
532
Constellation Energy
CEG
$110B
$329 ﹤0.01%
+1
EQR icon
533
Equity Residential
EQR
$23.2B
$324 ﹤0.01%
+5
FFIV icon
534
F5
FFIV
$15.3B
$323 ﹤0.01%
+1
AJG icon
535
Arthur J. Gallagher & Co
AJG
$65.6B
$310 ﹤0.01%
+1
BMBL icon
536
Bumble
BMBL
$382M
$305 ﹤0.01%
50
MCD icon
537
McDonald's
MCD
$226B
$304 ﹤0.01%
+1
CCL icon
538
Carnival Corp
CCL
$36.3B
$289 ﹤0.01%
+10
CPAY icon
539
Corpay
CPAY
$22.1B
$288 ﹤0.01%
+1
BIIB icon
540
Biogen
BIIB
$25.5B
$280 ﹤0.01%
+2
TRV icon
541
Travelers Companies
TRV
$63.6B
$279 ﹤0.01%
+1
EQT icon
542
EQT Corp
EQT
$34.7B
$272 ﹤0.01%
+5
HUM icon
543
Humana
HUM
$32.3B
$260 ﹤0.01%
+1
ACN icon
544
Accenture
ACN
$168B
$247 ﹤0.01%
+1
STE icon
545
Steris
STE
$24.7B
$247 ﹤0.01%
+1
HAL icon
546
Halliburton
HAL
$24.1B
$246 ﹤0.01%
+10
HPE icon
547
Hewlett Packard
HPE
$31.5B
$246 ﹤0.01%
+10
LYB icon
548
LyondellBasell Industries
LYB
$14.3B
$245 ﹤0.01%
+5
BR icon
549
Broadridge
BR
$26.9B
$238 ﹤0.01%
+1
JOYY
550
JOYY Inc
JOYY
$3.28B
$234 ﹤0.01%
4