HC

Hurley Capital Portfolio holdings

AUM $178M
1-Year Est. Return 16.8%
This Fund
S&P 500
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
QQQ icon
101
Invesco QQQ Trust
QQQ
$415B
$142K 0.08%
236
VFH icon
102
Vanguard Financials ETF
VFH
$13B
$139K 0.08%
1,056
+3
XRPI
103
Volatility Shares Trust XRP ETF
XRPI
$139M
$135K 0.08%
+7,785
PG icon
104
Procter & Gamble
PG
$342B
$132K 0.07%
859
+12
SCHA icon
105
Schwab U.S Small- Cap ETF
SCHA
$20.5B
$126K 0.07%
4,499
+4
GE icon
106
GE Aerospace
GE
$307B
$122K 0.07%
404
+4
IAC icon
107
IAC Inc
IAC
$2.97B
$121K 0.07%
3,549
-35
JPST icon
108
JPMorgan Ultra-Short Income ETF
JPST
$36.2B
$120K 0.07%
2,373
-1,074
MCK icon
109
McKesson
MCK
$102B
$119K 0.07%
154
TER icon
110
Teradyne
TER
$39.2B
$116K 0.07%
841
+1
FCFS icon
111
FirstCash
FCFS
$7.33B
$114K 0.06%
722
+2
PEG icon
112
Public Service Enterprise Group
PEG
$40.7B
$113K 0.06%
1,348
+5
T icon
113
AT&T
T
$171B
$112K 0.06%
3,963
+46
IBM icon
114
IBM
IBM
$275B
$110K 0.06%
391
+10
VHT icon
115
Vanguard Health Care ETF
VHT
$17.3B
$108K 0.06%
417
CVX icon
116
Chevron
CVX
$340B
$108K 0.06%
694
+18
IGV icon
117
iShares Expanded Tech-Software Sector ETF
IGV
$6.52B
$103K 0.06%
895
HON icon
118
Honeywell
HON
$138B
$102K 0.06%
484
+3
VST icon
119
Vistra
VST
$56.1B
$98.3K 0.06%
502
+6
LLY icon
120
Eli Lilly
LLY
$916B
$97.9K 0.06%
128
+14
GS icon
121
Goldman Sachs
GS
$281B
$97.2K 0.05%
122
+57
PWR icon
122
Quanta Services
PWR
$71.8B
$96.1K 0.05%
232
+1
VZ icon
123
Verizon
VZ
$166B
$95.7K 0.05%
2,178
+21
XOM icon
124
Exxon Mobil
XOM
$580B
$93.8K 0.05%
832
+5
PLTR icon
125
Palantir
PLTR
$375B
$92.7K 0.05%
508
+20