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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
JPM icon
26
JPMorgan Chase
JPM
$864B
$1.68M 0.9%
5,696
-201
VTI icon
27
Vanguard Total Stock Market ETF
VTI
$660B
$1.67M 0.89%
5,198
+458
MPC icon
28
Marathon Petroleum
MPC
$73B
$1.61M 0.87%
6,613
-176
RSVR icon
29
Reservoir Media
RSVR
$666M
$1.6M 0.86%
163,582
+6,689
BX icon
30
Blackstone
BX
$156B
$1.59M 0.85%
13,826
+1,331
GLD icon
31
SPDR Gold Trust
GLD
$142B
$1.56M 0.84%
3,619
+57
SPEM icon
32
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$18B
$1.45M 0.78%
31,014
+8,549
SCHB icon
33
Schwab US Broad Market ETF
SCHB
$43.3B
$1.29M 0.69%
51,361
+1,757
VUG icon
34
Vanguard Growth ETF
VUG
$226B
$1.27M 0.68%
17,430
+12
IBDR icon
35
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.57B
$1.24M 0.67%
51,246
-1,140
IWF icon
36
iShares Russell 1000 Growth ETF
IWF
$128B
$1.22M 0.65%
11,412
UL icon
37
Unilever
UL
$127B
$1.21M 0.65%
21,274
-304
CBRE icon
38
CBRE Group
CBRE
$40.1B
$1.13M 0.61%
8,356
-273
VXUS icon
39
Vanguard Total International Stock ETF
VXUS
$155B
$1.11M 0.59%
14,348
+148
IJT icon
40
iShares S&P Small-Cap 600 Growth ETF
IJT
$7.88B
$1.07M 0.58%
7,417
+474
IBIT icon
41
iShares Bitcoin Trust
IBIT
$50.7B
$1.01M 0.54%
26,410
+771
HLT icon
42
Hilton Worldwide
HLT
$79.9B
$903K 0.48%
2,970
-41
GOOG icon
43
Alphabet (Google) Class C
GOOG
$4.48T
$886K 0.48%
3,087
+27
IVV icon
44
iShares Core S&P 500 ETF
IVV
$823B
$845K 0.45%
1,294
+246
VWO icon
45
Vanguard FTSE Emerging Markets ETF
VWO
$124B
$842K 0.45%
15,575
-9
ET icon
46
Energy Transfer Partners
ET
$65.3B
$742K 0.4%
+38,422
NVDA icon
47
NVIDIA
NVDA
$5.06T
$731K 0.39%
4,189
+211
AMLP icon
48
Alerian MLP ETF
AMLP
$12.1B
$729K 0.39%
13,841
+269
SBUX icon
49
Starbucks
SBUX
$117B
$687K 0.37%
7,669
-293
MSFT icon
50
Microsoft
MSFT
$2.96T
$651K 0.35%
1,758
-30
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