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
GDX icon
176
VanEck Gold Miners ETF
GDX
$29.5B
$45.6K 0.03%
597
+92
CB icon
177
Chubb
CB
$129B
$45.4K 0.03%
161
+2
ETHA
178
iShares Ethereum Trust ETF
ETHA
$7.68B
$45K 0.03%
1,428
+1,143
NUV icon
179
Nuveen Municipal Value Fund
NUV
$1.91B
$44.9K 0.03%
5,000
GBDC icon
180
Golub Capital BDC
GBDC
$3.17B
$44.3K 0.03%
3,238
STWD icon
181
Starwood Property Trust
STWD
$6.53B
$43.6K 0.02%
2,253
+44
BSX icon
182
Boston Scientific
BSX
$103B
$43.4K 0.02%
445
-49
IWO icon
183
iShares Russell 2000 Growth ETF
IWO
$12.4B
$43.4K 0.02%
135
VCSH icon
184
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.7B
$43.2K 0.02%
540
PEY icon
185
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1B
$42.1K 0.02%
2,000
PEP icon
186
PepsiCo
PEP
$217B
$42K 0.02%
299
+18
CCJ icon
187
Cameco
CCJ
$47.4B
$41.9K 0.02%
500
HD icon
188
Home Depot
HD
$342B
$41.3K 0.02%
+102
FTNT icon
189
Fortinet
FTNT
$62.5B
$40.8K 0.02%
485
+100
PFE icon
190
Pfizer
PFE
$152B
$39.9K 0.02%
1,566
-657
ETSY icon
191
Etsy
ETSY
$5.13B
$39.8K 0.02%
600
AIQ icon
192
Global X Artificial Intelligence & Technology ETF
AIQ
$7.69B
$39.3K 0.02%
796
+1
EXEL icon
193
Exelixis
EXEL
$10.7B
$39.2K 0.02%
948
NVG icon
194
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.71B
$38.9K 0.02%
3,169
VGLT icon
195
Vanguard Long-Term Treasury ETF
VGLT
$10.8B
$38.8K 0.02%
682
VOE icon
196
Vanguard Mid-Cap Value ETF
VOE
$21.2B
$38.5K 0.02%
220
+1
FEX icon
197
First Trust Large Cap Core AlphaDEX Fund
FEX
$1.4B
$38K 0.02%
325
SOFI icon
198
SoFi Technologies
SOFI
$22.5B
$37K 0.02%
1,400
FLR icon
199
Fluor
FLR
$6.39B
$36.8K 0.02%
875
+100
MRK icon
200
Merck
MRK
$286B
$34.8K 0.02%
414
+17