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
IBM icon
101
IBM
IBM
$231B
$142K 0.08%
481
+90
VFH icon
102
Vanguard Financials ETF
VFH
$12.1B
$142K 0.08%
1,062
+6
VPU icon
103
Vanguard Utilities ETF
VPU
$8.73B
$141K 0.08%
764
+2
LLY icon
104
Eli Lilly
LLY
$880B
$141K 0.08%
131
+3
PANW icon
105
Palo Alto Networks
PANW
$136B
$134K 0.08%
728
-1
INBX icon
106
Inhibrx
INBX
$1,000M
$131K 0.07%
+1,660
SCHA icon
107
Schwab U.S Small- Cap ETF
SCHA
$19.5B
$128K 0.07%
4,504
+5
MCK icon
108
McKesson
MCK
$115B
$126K 0.07%
154
GE icon
109
GE Aerospace
GE
$314B
$123K 0.07%
400
-4
CNQ icon
110
Canadian Natural Resources
CNQ
$101B
$122K 0.07%
3,604
-35,017
PG icon
111
Procter & Gamble
PG
$350B
$122K 0.07%
850
-9
VHT icon
112
Vanguard Health Care ETF
VHT
$16.5B
$120K 0.07%
418
+1
HD icon
113
Home Depot
HD
$338B
$120K 0.07%
349
+247
VICI icon
114
VICI Properties
VICI
$30.4B
$117K 0.07%
4,171
-2,756
FCFS icon
115
FirstCash
FCFS
$8.49B
$115K 0.06%
723
+1
VST icon
116
Vistra
VST
$53.6B
$113K 0.06%
698
+196
VDE icon
117
Vanguard Energy ETF
VDE
$9.54B
$112K 0.06%
+887
PEG icon
118
Public Service Enterprise Group
PEG
$41.8B
$108K 0.06%
1,343
-5
GS icon
119
Goldman Sachs
GS
$232B
$107K 0.06%
122
CVX icon
120
Chevron
CVX
$390B
$104K 0.06%
680
-14
BAC icon
121
Bank of America
BAC
$335B
$99.6K 0.06%
1,811
+194
XOM icon
122
Exxon Mobil
XOM
$651B
$99.5K 0.06%
827
-5
PWR icon
123
Quanta Services
PWR
$83.6B
$97.5K 0.05%
231
-1
VYM icon
124
Vanguard High Dividend Yield ETF
VYM
$72.2B
$97.2K 0.05%
677
+79
IGV icon
125
iShares Expanded Tech-Software Sector ETF
IGV
$9.8B
$94.6K 0.05%
895