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
IWM icon
126
iShares Russell 2000 ETF
IWM
$77B
$91.9K 0.05%
380
META icon
127
Meta Platforms (Facebook)
META
$1.69T
$91.8K 0.05%
125
+99
ESGD icon
128
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.3B
$86.4K 0.05%
929
VYM icon
129
Vanguard High Dividend Yield ETF
VYM
$71.5B
$84.3K 0.05%
598
+1
VNQ icon
130
Vanguard Real Estate ETF
VNQ
$34.3B
$83.6K 0.05%
914
BAC icon
131
Bank of America
BAC
$374B
$83.4K 0.05%
1,617
+15
BABA icon
132
Alibaba
BABA
$419B
$82.4K 0.05%
461
+125
NFLX icon
133
Netflix
NFLX
$357B
$81.5K 0.05%
680
+30
VEU icon
134
Vanguard FTSE All-World ex-US ETF
VEU
$57.9B
$80.6K 0.05%
1,130
+2
AEP icon
135
American Electric Power
AEP
$63.6B
$78.8K 0.04%
700
SCHM icon
136
Schwab US Mid-Cap ETF
SCHM
$13.1B
$78.3K 0.04%
2,643
+11
ADBE icon
137
Adobe
ADBE
$123B
$77.6K 0.04%
220
-134
ED icon
138
Consolidated Edison
ED
$38B
$73.2K 0.04%
729
+12
WPC icon
139
W.P. Carey
WPC
$14.9B
$73.1K 0.04%
1,082
+15
ORCL icon
140
Oracle
ORCL
$496B
$71.6K 0.04%
255
+68
ANET icon
141
Arista Networks
ANET
$189B
$70.7K 0.04%
485
+5
VIOV icon
142
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.55B
$69.9K 0.04%
734
EWJ icon
143
iShares MSCI Japan ETF
EWJ
$17B
$68.6K 0.04%
855
SCHE icon
144
Schwab Emerging Markets Equity ETF
SCHE
$12.4B
$68.4K 0.04%
2,049
VBR icon
145
Vanguard Small-Cap Value ETF
VBR
$33.9B
$68.2K 0.04%
327
+2
HYG icon
146
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
$67.4K 0.04%
830
FBTC icon
147
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.7B
$66.9K 0.04%
670
VSGX icon
148
Vanguard ESG International Stock ETF
VSGX
$6.04B
$65.9K 0.04%
950
GNR icon
149
SPDR S&P Global Natural Resources ETF
GNR
$4.41B
$65.1K 0.04%
1,100
ETHE
150
Grayscale Ethereum Staking ETF Shares
ETHE
$3.37B
$65.1K 0.04%
1,900