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
RTX icon
151
RTX Corp
RTX
$267B
$65K 0.04%
388
+10
VYMI icon
152
Vanguard International High Dividend Yield ETF
VYMI
$15.8B
$63.4K 0.04%
749
+7
GEV icon
153
GE Vernova
GEV
$192B
$63.3K 0.04%
103
+3
UBER icon
154
Uber
UBER
$166B
$62.8K 0.04%
641
+223
ITOT icon
155
iShares Core S&P Total US Stock Market ETF
ITOT
$82.6B
$61.8K 0.03%
424
FXO icon
156
First Trust Financials AlphaDEX Fund
FXO
$2.15B
$60.4K 0.03%
1,017
ABT icon
157
Abbott
ABT
$184B
$59.9K 0.03%
447
+11
GILD icon
158
Gilead Sciences
GILD
$173B
$58.6K 0.03%
528
+10
PEN icon
159
Penumbra
PEN
$14.1B
$58.3K 0.03%
230
QQQM icon
160
Invesco NASDAQ 100 ETF
QQQM
$73.6B
$55.7K 0.03%
225
+218
SPOT icon
161
Spotify
SPOT
$105B
$55.1K 0.03%
79
IDV icon
162
iShares International Select Dividend ETF
IDV
$7.32B
$54.8K 0.03%
1,500
SPYM
163
State Street SPDR Portfolio S&P 500 ETF
SPYM
$106B
$52.2K 0.03%
666
+574
SHOP icon
164
Shopify
SHOP
$181B
$52K 0.03%
350
+240
NXDR
165
Nextdoor Holdings
NXDR
$765M
$51.9K 0.03%
24,845
LVHD icon
166
Franklin US Low Volatility High Dividend Index ETF
LVHD
$593M
$51.9K 0.03%
1,255
ALNT icon
167
Allient
ALNT
$1.01B
$51.3K 0.03%
1,147
-201
ESLT icon
168
Elbit Systems
ESLT
$34B
$50.6K 0.03%
99
WFC icon
169
Wells Fargo
WFC
$272B
$50.4K 0.03%
601
+20
XLU icon
170
State Street Utilities Select Sector SPDR ETF
XLU
$22.1B
$50.3K 0.03%
1,152
+2
IBB icon
171
iShares Biotechnology ETF
IBB
$8.62B
$49.2K 0.03%
341
+1
LQDA icon
172
Liquidia Corp
LQDA
$3.65B
$49.1K 0.03%
2,160
BND icon
173
Vanguard Total Bond Market
BND
$147B
$49K 0.03%
659
GBTC icon
174
Grayscale Bitcoin Trust
GBTC
$35.5B
$46.4K 0.03%
517
AMKR icon
175
Amkor Technology
AMKR
$12.6B
$46.2K 0.03%
1,627
+3