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HC

Hurley Capital Portfolio holdings

AUM $186M
1-Year Est. Return 23.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$186M
AUM Growth
+$7.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
742
New
Increased
Reduced
Closed

Top Sells

1 +$4.12M
2 +$712K
3 +$198K
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$161K
5
INBX icon
Inhibrx
INBX
+$131K

Sector Composition

1 Energy 9.9%
2 Financials 4.62%
3 Communication Services 4.13%
4 Technology 3.19%
5 Consumer Discretionary 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CVX icon
101
Chevron
CVX
$356B
$148K 0.08%
712
+32
TDY icon
102
Teledyne Technologies
TDY
$29.3B
$142K 0.08%
235
+177
ARCC icon
103
Ares Capital
ARCC
$13.5B
$142K 0.08%
7,867
+167
XOM icon
104
Exxon Mobil
XOM
$576B
$140K 0.08%
828
+1
V icon
105
Visa
V
$617B
$140K 0.08%
465
-47
QQQ icon
106
Invesco QQQ Trust
QQQ
$489B
$137K 0.07%
237
FCFS icon
107
FirstCash
FCFS
$9.85B
$136K 0.07%
725
+2
NFLX icon
108
Netflix
NFLX
$342B
$135K 0.07%
1,404
+796
MCK icon
109
McKesson
MCK
$93.2B
$133K 0.07%
154
PWR icon
110
Quanta Services
PWR
$108B
$132K 0.07%
241
+10
DIS icon
111
Walt Disney
DIS
$177B
$131K 0.07%
1,362
-98
SCHA icon
112
Schwab U.S Small- Cap ETF
SCHA
$23.7B
$131K 0.07%
4,505
+1
VFH icon
113
Vanguard Financials ETF
VFH
$12.9B
$129K 0.07%
1,065
+3
PG icon
114
Procter & Gamble
PG
$349B
$123K 0.07%
852
+2
LLY icon
115
Eli Lilly
LLY
$999B
$122K 0.07%
132
+1
PANW icon
116
Palo Alto Networks
PANW
$229B
$122K 0.07%
759
+31
SPYM
117
State Street SPDR Portfolio S&P 500 ETF
SPYM
$141B
$119K 0.06%
1,553
+736
IBM icon
118
IBM
IBM
$251B
$117K 0.06%
482
+1
VBR icon
119
Vanguard Small-Cap Value ETF
VBR
$36.9B
$116K 0.06%
536
+206
HD icon
120
Home Depot
HD
$332B
$115K 0.06%
350
+1
VHT icon
121
Vanguard Health Care ETF
VHT
$16.9B
$114K 0.06%
418
GE icon
122
GE Aerospace
GE
$362B
$114K 0.06%
400
HON icon
123
Honeywell
HON
$145B
$110K 0.06%
485
+2
PEG icon
124
Public Service Enterprise Group
PEG
$40B
$109K 0.06%
1,343
VZ icon
125
Verizon
VZ
$198B
$109K 0.06%
2,163
+4