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
$178M
AUM Growth
+$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
690
New
Increased
Reduced
Closed

Top Buys

1 +$4.57M
2 +$3.29M
3 +$2.59M
4
EPD icon
Enterprise Products Partners
EPD
+$2.36M
5
CNQ icon
Canadian Natural Resources
CNQ
+$1.09M

Top Sells

1 +$5.64M
2 +$780K
3 +$612K
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$453K
5
AEM icon
Agnico Eagle Mines
AEM
+$132K

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
$383B
$142K 0.08%
236
VFH icon
102
Vanguard Financials ETF
VFH
$12.1B
$139K 0.08%
1,056
+3
XRPI
103
Volatility Shares Trust XRP ETF
XRPI
$112M
$135K 0.08%
+7,785
PG icon
104
Procter & Gamble
PG
$350B
$132K 0.07%
859
+12
SCHA icon
105
Schwab U.S Small- Cap ETF
SCHA
$19.5B
$126K 0.07%
4,499
+4
GE icon
106
GE Aerospace
GE
$314B
$122K 0.07%
404
+4
IAC icon
107
IAC Inc
IAC
$2.87B
$121K 0.07%
3,549
-35
JPST icon
108
JPMorgan Ultra-Short Income ETF
JPST
$37.5B
$120K 0.07%
2,373
-1,074
MCK icon
109
McKesson
MCK
$115B
$119K 0.07%
154
TER icon
110
Teradyne
TER
$44.8B
$116K 0.07%
841
+1
FCFS icon
111
FirstCash
FCFS
$8.49B
$114K 0.06%
722
+2
PEG icon
112
Public Service Enterprise Group
PEG
$41.8B
$113K 0.06%
1,348
+5
T icon
113
AT&T
T
$194B
$112K 0.06%
3,963
+46
IBM icon
114
IBM
IBM
$231B
$110K 0.06%
391
+10
VHT icon
115
Vanguard Health Care ETF
VHT
$16.5B
$108K 0.06%
417
CVX icon
116
Chevron
CVX
$390B
$108K 0.06%
694
+18
IGV icon
117
iShares Expanded Tech-Software Sector ETF
IGV
$9.8B
$103K 0.06%
895
HON icon
118
Honeywell
HON
$149B
$102K 0.06%
484
+3
VST icon
119
Vistra
VST
$53.6B
$98.3K 0.06%
502
+6
LLY icon
120
Eli Lilly
LLY
$880B
$97.9K 0.06%
128
+14
GS icon
121
Goldman Sachs
GS
$232B
$97.2K 0.05%
122
+57
PWR icon
122
Quanta Services
PWR
$83.6B
$96.1K 0.05%
232
+1
VZ icon
123
Verizon
VZ
$217B
$95.7K 0.05%
2,178
+21
XOM icon
124
Exxon Mobil
XOM
$651B
$93.8K 0.05%
832
+5
PLTR icon
125
Palantir
PLTR
$361B
$92.7K 0.05%
508
+20