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
351
$905 ﹤0.01%
+24
352
$875 ﹤0.01%
+45
353
$732 ﹤0.01%
+3
354
$697 ﹤0.01%
+104
355
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+20
356
$581 ﹤0.01%
+401
357
$580 ﹤0.01%
+22
358
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+5
359
$472 ﹤0.01%
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360
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+7
361
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+10
362
$444 ﹤0.01%
+11
363
$405 ﹤0.01%
+50
364
$403 ﹤0.01%
+90
365
$353 ﹤0.01%
+100
366
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367
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368
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369
$259 ﹤0.01%
+125
370
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371
$235 ﹤0.01%
+7
372
$229 ﹤0.01%
+1
373
$227 ﹤0.01%
+25
374
$209 ﹤0.01%
+25
375
$168 ﹤0.01%
+17
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