HC
Hurley Capital Portfolio holdings
AUM
$186M
1-Year Est. Return
23.24%
This Fund
S&P 500
1 Year Est. Return
+23.24%
AUM
$179M
AUM Growth
+$964K
(+0.54%)
Holding
792
Top Buys
| 1 | +$1.81M | |
| 2 | +$1.65M | |
| 3 | +$1.48M | |
| 4 |
Ralph Lauren
RL
|
+$620K |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$580K |
Top Sells
| 1 | +$2.09M | |
| 2 | +$1.14M | |
| 3 | +$686K | |
| 4 |
Gaming and Leisure Properties
GLPI
|
+$664K |
| 5 |
IBHE
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
|
+$544K |
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 | |
|---|---|---|---|---|---|---|
726
Broadridge
BR
$17.7B
| – | – |
-1
|
|
||
727
Norwegian Cruise Line
NCLH
$7.91B
| – | – |
-100
|
|
||
728
Nasdaq
NDAQ
$50.4B
| – | – |
-5
|
|
||
729
NextEra Energy
NEE
$195B
| – | – |
-5
|
|
||
730
NiSource
NI
$22.8B
| – | – |
-5
|
|
||
731
NerdWallet
NRDS
$737M
| – | – |
0
|
|
||
732
Northern Trust
NTRS
$30.2B
| – | – |
-5
|
|