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
51
$394K 0.32%
+11,504
52
$391K 0.31%
+883
53
$338K 0.27%
+6,045
54
$323K 0.26%
+7,669
55
$323K 0.26%
+13,482
56
$318K 0.26%
+12,152
57
$315K 0.25%
+5,440
58
$314K 0.25%
+529
59
$312K 0.25%
+4,429
60
$299K 0.24%
+6,239
61
$268K 0.22%
+5,309
62
$257K 0.21%
+12,048
63
$255K 0.2%
+3,635
64
$238K 0.19%
+856
65
$228K 0.18%
+1,182
66
$227K 0.18%
+792
67
$220K 0.18%
+13,045
68
$205K 0.17%
+1,558
69
$205K 0.16%
+1,931
70
$192K 0.15%
+6,525
71
$189K 0.15%
+5,314
72
$188K 0.15%
+1,006
73
$170K 0.14%
+3,186
74
$166K 0.13%
+1,600
75
$164K 0.13%
+1,122
1 2
3
4 5