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
$124M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
407
New
Increased
Reduced
Closed

Top Buys

1
+$8.79M
2
+$8.44M
3
+$7.77M
4
IBHE icon
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
+$5.65M
5
PSLV icon
Sprott Physical Silver Trust
PSLV
+$4.56M

Top Sells

No sells this quarter

Sector Composition

1 Financials 9.35%
2 Communication Services 4.72%
3 Consumer Discretionary 4.39%
4 Energy 4.13%
5 Technology 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$13.2K 0.01%
+172
252
$13.2K 0.01%
+233
253
$12.8K 0.01%
+50
254
$12.7K 0.01%
+45
255
$12.7K 0.01%
+184
256
$12.7K 0.01%
+48
257
$12.5K 0.01%
+111
258
$12.1K 0.01%
+63
259
$12K 0.01%
+110
260
$12K 0.01%
+93
261
$11.7K 0.01%
+48
262
$11.5K 0.01%
+137
263
$11.5K 0.01%
+331
264
$11.2K 0.01%
+19
265
$11.1K 0.01%
+2,758
266
$11K 0.01%
+162
267
$10.4K 0.01%
+1,000
268
$10.3K 0.01%
+28
269
$10.2K 0.01%
+58
270
$10.1K 0.01%
+53
271
$10.1K 0.01%
+20
272
$9.96K 0.01%
+130
273
$9.93K 0.01%
+211
274
$9.91K 0.01%
+8
275
$9.88K 0.01%
+136
9 10
11
12 13