HC

Hurley Capital Portfolio holdings

AUM $143M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
+$7.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1 +$1.68M
2 +$1.59M
3 +$1.43M
4
UPS icon
United Parcel Service
UPS
+$1.09M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$857K

Top Sells

1 +$1.44M
2 +$1.43M
3 +$1.25M
4
PEP icon
PepsiCo
PEP
+$1.13M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$505K

Sector Composition

1 Financials 5.58%
2 Energy 4.4%
3 Communication Services 4.02%
4 Healthcare 3.55%
5 Consumer Discretionary 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SLB icon
151
SLB Ltd
SLB
$53.9B
$46.5K 0.04%
+1,113
XLU icon
152
Utilities Select Sector SPDR Fund
XLU
$21.9B
$45.3K 0.03%
574
GS icon
153
Goldman Sachs
GS
$244B
$44.2K 0.03%
+81
VPU icon
154
Vanguard Utilities ETF
VPU
$7.81B
$44.2K 0.03%
259
+2
NUV icon
155
Nuveen Municipal Value Fund
NUV
$1.87B
$43.9K 0.03%
5,000
IBB icon
156
iShares Biotechnology ETF
IBB
$6.38B
$43.6K 0.03%
341
-99
SPOT icon
157
Spotify
SPOT
$135B
$43.5K 0.03%
79
-232
VDE icon
158
Vanguard Energy ETF
VDE
$7.22B
$42.8K 0.03%
+330
VCSH icon
159
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.4B
$42.6K 0.03%
540
-114
PLTR icon
160
Palantir
PLTR
$476B
$42.2K 0.03%
500
-100
EMB icon
161
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15.1B
$42.1K 0.03%
+465
PEP icon
162
PepsiCo
PEP
$200B
$41.7K 0.03%
278
-7,511
WFC icon
163
Wells Fargo
WFC
$274B
$41.7K 0.03%
581
VGLT icon
164
Vanguard Long-Term Treasury ETF
VGLT
$10.2B
$39.3K 0.03%
682
ESLT icon
165
Elbit Systems
ESLT
$22.1B
$38K 0.03%
99
NXDR
166
Nextdoor Holdings
NXDR
$755M
$38K 0.03%
+24,845
PVI icon
167
Invesco Floating Rate Municipal Income ETF
PVI
$31.1M
$37.2K 0.03%
1,500
ANET icon
168
Arista Networks
ANET
$198B
$37.2K 0.03%
480
FTNT icon
169
Fortinet
FTNT
$66.2B
$37.1K 0.03%
385
-260
STWD icon
170
Starwood Property Trust
STWD
$6.67B
$36.8K 0.03%
1,860
-7
SCHZ icon
171
Schwab US Aggregate Bond ETF
SCHZ
$9.01B
$36K 0.03%
1,556
-4,340
PFE icon
172
Pfizer
PFE
$140B
$36K 0.03%
1,422
-1,793
VHT icon
173
Vanguard Health Care ETF
VHT
$16.1B
$36K 0.03%
136
TDY icon
174
Teledyne Technologies
TDY
$24.7B
$35.7K 0.03%
72
MRK icon
175
Merck
MRK
$215B
$35.4K 0.03%
394
+1