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
26
$1.43M 1.15%
+29,834
27
$1.39M 1.12%
+12,753
28
$1.18M 0.95%
+139,363
29
$1.17M 0.94%
+7,789
30
$1.16M 0.93%
+3,950
31
$1.15M 0.92%
+4,638
32
$1.11M 0.89%
+46,142
33
$1.1M 0.89%
+48,096
34
$1.03M 0.83%
+7,240
35
$908K 0.73%
+44,741
36
$902K 0.73%
+16,117
37
$902K 0.73%
+15,249
38
$855K 0.69%
+2,053
39
$830K 0.67%
+16,190
40
$823K 0.66%
+8,887
41
$823K 0.66%
+3,379
42
$780K 0.63%
+5,676
43
$778K 0.63%
+20,629
44
$774K 0.62%
+1,606
45
$768K 0.62%
+12,819
46
$650K 0.52%
+14,728
47
$607K 0.49%
+15,784
48
$578K 0.46%
+1,393
49
$535K 0.43%
+1,168
50
$404K 0.33%
+2,669
1
2
3 4 5