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
IWM icon
126
iShares Russell 2000 ETF
IWM
$70.2B
$91.9K 0.05%
380
META icon
127
Meta Platforms (Facebook)
META
$1.6T
$91.8K 0.05%
125
+99
ESGD icon
128
iShares ESG Aware MSCI EAFE ETF
ESGD
$10.8B
$86.4K 0.05%
929
VYM icon
129
Vanguard High Dividend Yield ETF
VYM
$72.8B
$84.3K 0.05%
598
+1
VNQ icon
130
Vanguard Real Estate ETF
VNQ
$36.2B
$83.6K 0.05%
914
BAC icon
131
Bank of America
BAC
$340B
$83.4K 0.05%
1,617
+15
BABA icon
132
Alibaba
BABA
$330B
$82.4K 0.05%
461
+125
NFLX icon
133
Netflix
NFLX
$403B
$81.5K 0.05%
680
+30
VEU icon
134
Vanguard FTSE All-World ex-US ETF
VEU
$59.2B
$80.6K 0.05%
1,130
+2
AEP icon
135
American Electric Power
AEP
$72.9B
$78.8K 0.04%
700
SCHM icon
136
Schwab US Mid-Cap ETF
SCHM
$13B
$78.3K 0.04%
2,643
+11
ADBE icon
137
Adobe
ADBE
$100B
$77.6K 0.04%
220
-134
ED icon
138
Consolidated Edison
ED
$41.6B
$73.2K 0.04%
729
+12
WPC icon
139
W.P. Carey
WPC
$16.3B
$73.1K 0.04%
1,082
+15
ORCL icon
140
Oracle
ORCL
$449B
$71.6K 0.04%
255
+68
ANET icon
141
Arista Networks
ANET
$168B
$70.7K 0.04%
485
+5
VIOV icon
142
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.54B
$69.9K 0.04%
734
EWJ icon
143
iShares MSCI Japan ETF
EWJ
$19.3B
$68.6K 0.04%
855
SCHE icon
144
Schwab Emerging Markets Equity ETF
SCHE
$11.7B
$68.4K 0.04%
2,049
VBR icon
145
Vanguard Small-Cap Value ETF
VBR
$32.7B
$68.2K 0.04%
327
+2
HYG icon
146
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$15.8B
$67.4K 0.04%
830
FBTC icon
147
Fidelity Wise Origin Bitcoin Fund
FBTC
$9.67B
$66.9K 0.04%
670
VSGX icon
148
Vanguard ESG International Stock ETF
VSGX
$5.87B
$65.9K 0.04%
950
GNR icon
149
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.76B
$65.1K 0.04%
1,100
ETHE
150
Grayscale Ethereum Staking ETF Shares
ETHE
$1.92B
$65.1K 0.04%
1,900