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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
RL icon
51
Ralph Lauren
RL
$24.7B
$626K 0.34%
1,819
LEN icon
52
Lennar Class A
LEN
$22.7B
$606K 0.32%
6,973
-23
MDLZ icon
53
Mondelez International
MDLZ
$78.9B
$602K 0.32%
10,441
-240
LMT icon
54
Lockheed Martin
LMT
$123B
$601K 0.32%
995
-321
IBDS icon
55
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.8B
$576K 0.31%
23,751
+54
BRK.B icon
56
Berkshire Hathaway Class B
BRK.B
$1.07T
$556K 0.3%
1,161
+2
IWB icon
57
iShares Russell 1000 ETF
IWB
$48.7B
$553K 0.3%
+1,550
DFIC icon
58
Dimensional International Core Equity 2 ETF
DFIC
$14.4B
$541K 0.29%
15,237
+3,470
SPDW icon
59
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.3B
$529K 0.28%
11,598
-2,573
TSLA icon
60
Tesla
TSLA
$1.54T
$527K 0.28%
1,417
+424
JEPI icon
61
JPMorgan Equity Premium Income ETF
JEPI
$44.6B
$449K 0.24%
7,922
+392
JAAA icon
62
Janus Henderson AAA CLO ETF
JAAA
$28.1B
$398K 0.21%
7,899
+716
IBDT icon
63
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.94B
$395K 0.21%
15,595
+74
APH icon
64
Amphenol
APH
$194B
$379K 0.2%
3,000
-137
IEFA icon
65
iShares Core MSCI EAFE ETF
IEFA
$185B
$379K 0.2%
4,186
SCHV
66
Schwab US Large-Cap Value ETF
SCHV
$16.1B
$374K 0.2%
12,247
+17
EEM icon
67
iShares MSCI Emerging Markets ETF
EEM
$30.9B
$356K 0.19%
6,261
-25
ESGV icon
68
Vanguard ESG US Stock ETF
ESGV
$13.3B
$317K 0.17%
2,825
+3
VLO icon
69
Valero Energy
VLO
$73.1B
$310K 0.17%
1,255
JNJ icon
70
Johnson & Johnson
JNJ
$569B
$305K 0.16%
1,248
+26
AVLV icon
71
Avantis US Large Cap Value ETF
AVLV
$13.3B
$296K 0.16%
3,673
+814
VEU icon
72
Vanguard FTSE All-World ex-US ETF
VEU
$67.7B
$288K 0.15%
3,835
+811
LQDA icon
73
Liquidia Corp
LQDA
$6.39B
$281K 0.15%
7,435
+2,235
IBDV icon
74
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$3.15B
$274K 0.15%
12,513
+92
SPYV icon
75
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$35.6B
$273K 0.15%
4,830
1 2
3
4 5