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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
$179M
AUM Growth
+$964K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$1.65M
3
+$1.48M
4
RL icon
Ralph Lauren
RL
+$620K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$580K

Top Sells

1
+$2.09M
2
+$1.14M
3
+$686K
4
GLPI icon
Gaming and Leisure Properties
GLPI
+$664K
5
IBHE
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
+$544K

Sector Composition

1 Energy 5.72%
2 Financials 5.34%
3 Communication Services 4.29%
4 Technology 3.36%
5 Consumer Discretionary 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AEM icon
251
Agnico Eagle Mines
AEM
$83.3B
$20.6K 0.01%
121
+80
THRO
252
iShares U.S. Thematic Rotation Active ETF
THRO
$6.58B
$20.1K 0.01%
+521
CRDF icon
253
Cardiff Oncology
CRDF
$82.7M
$20K 0.01%
7,100
RNP icon
254
Cohen & Steers REIT and Preferred and Income Fund
RNP
$954M
$19.9K 0.01%
1,000
CHSCM
255
CHS Inc Class B Series 3 Preferred Stock
CHSCM
$488M
$19.8K 0.01%
800
MS.PRA icon
256
Morgan Stanley Series A Preferred Stock
MS.PRA
$773M
$19.3K 0.01%
1,000
LQD icon
257
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.5B
$19.3K 0.01%
175
URI icon
258
United Rentals
URI
$67.5B
$19.2K 0.01%
24
-1
BAI
259
iShares A.I. Innovation and Tech Active ETF
BAI
$16.4B
$19.2K 0.01%
+576
XYZ
260
Block Inc
XYZ
$44.5B
$18.9K 0.01%
291
MUB icon
261
iShares National Muni Bond ETF
MUB
$45.3B
$18.9K 0.01%
176
+2
KO icon
262
Coca-Cola
KO
$342B
$18.8K 0.01%
269
+2
INTU icon
263
Intuit
INTU
$73B
$18.5K 0.01%
28
-1
MGM icon
264
MGM Resorts International
MGM
$12B
$18.2K 0.01%
500
WPC icon
265
W.P. Carey
WPC
$15.9B
$18K 0.01%
280
-802
EBAY icon
266
eBay
EBAY
$48.1B
$17.9K 0.01%
206
+196
LECO icon
267
Lincoln Electric
LECO
$15.1B
$17.9K 0.01%
75
IJH icon
268
iShares Core S&P Mid-Cap ETF
IJH
$122B
$17.6K 0.01%
267
+1
QCOM icon
269
Qualcomm
QCOM
$238B
$17.6K 0.01%
+103
STWD icon
270
Starwood Property Trust
STWD
$6.19B
$17.1K 0.01%
952
-1,301
AVUS icon
271
Avantis US Equity ETF
AVUS
$13.3B
$17.1K 0.01%
153
TLH icon
272
iShares 10-20 Year Treasury Bond ETF
TLH
$11.3B
$17K 0.01%
+167
PM icon
273
Philip Morris
PM
$278B
$16.8K 0.01%
105
-10
GXO icon
274
GXO Logistics
GXO
$5.6B
$16.6K 0.01%
316
+94
NUE icon
275
Nucor
NUE
$55.5B
$16.5K 0.01%
101
9 10
11
12 13