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HC

Hurley Capital Portfolio holdings

AUM $186M
1-Year Est. Return 23.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$186M
AUM Growth
+$7.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
742
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$2.63M
3
+$1.58M
4
IBHF icon
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
+$1.09M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$832K

Top Sells

1
+$4.12M
2
+$712K
3
+$198K
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$161K
5
INBX icon
Inhibrx
INBX
+$131K

Sector Composition

1 Energy 9.9%
2 Financials 4.62%
3 Communication Services 4.13%
4 Technology 3.19%
5 Consumer Discretionary 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHW
251
Charles Schwab
SCHW
$158B
$21.2K 0.01%
226
+2
VT icon
252
Vanguard Total World Stock ETF
VT
$76.3B
$21.2K 0.01%
153
+51
VNLA icon
253
Janus Henderson Short Duration Income ETF
VNLA
$3.29B
$21.2K 0.01%
433
C icon
254
Citigroup
C
$241B
$21.1K 0.01%
186
+173
VO icon
255
Vanguard Mid-Cap ETF
VO
$105B
$21K 0.01%
292
KO icon
256
Coca-Cola
KO
$348B
$20.7K 0.01%
272
+3
SMCI icon
257
Super Micro Computer
SMCI
$18.6B
$20.5K 0.01%
900
DAR icon
258
Darling Ingredients
DAR
$8.92B
$20.5K 0.01%
331
B
259
Barrick Mining
B
$70.1B
$20.4K 0.01%
+500
RNP icon
260
Cohen & Steers REIT and Preferred and Income Fund
RNP
$982M
$19.8K 0.01%
1,000
AMT icon
261
American Tower
AMT
$86.5B
$19.7K 0.01%
+114
CHSCM
262
CHS Inc Class B Series 3 Preferred Stock
CHSCM
$485M
$19.4K 0.01%
800
P
263
Everpure Inc
P
$24.8B
$19.2K 0.01%
326
LQD icon
264
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.4B
$19.1K 0.01%
175
MS.PRA icon
265
Morgan Stanley Series A Preferred Stock
MS.PRA
$775M
$18.9K 0.01%
1,000
MUB icon
266
iShares National Muni Bond ETF
MUB
$45.2B
$18.8K 0.01%
177
+1
LECO icon
267
Lincoln Electric
LECO
$14.7B
$18.7K 0.01%
75
TDG icon
268
TransDigm Group
TDG
$71.4B
$18.5K 0.01%
16
MGM icon
269
MGM Resorts International
MGM
$12.4B
$18.5K 0.01%
500
AIOT
270
PowerFleet Inc
AIOT
$555M
$18.5K 0.01%
6,000
BA icon
271
Boeing
BA
$180B
$18.3K 0.01%
+92
IJH icon
272
iShares Core S&P Mid-Cap ETF
IJH
$122B
$18.1K 0.01%
268
+1
WMB icon
273
Williams Companies
WMB
$87.4B
$17.6K 0.01%
242
+2
PM icon
274
Philip Morris
PM
$283B
$17.5K 0.01%
106
+1
AKRE
275
Akre Focus ETF
AKRE
$5.64B
$17.5K 0.01%
331
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