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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
DFSV icon
76
Dimensional US Small Cap Value ETF
DFSV
$7.9B
$245K 0.13%
6,983
+313
VBK icon
77
Vanguard Small-Cap Growth ETF
VBK
$24.1B
$241K 0.13%
798
+1
PLTR icon
78
Palantir
PLTR
$323B
$241K 0.13%
1,648
+1,150
CAT icon
79
Caterpillar
CAT
$430B
$239K 0.13%
337
DE icon
80
Deere & Co
DE
$158B
$238K 0.13%
422
TER icon
81
Teradyne
TER
$67.2B
$234K 0.13%
790
-80
SPLV icon
82
Invesco S&P 500 Low Volatility ETF
SPLV
$7.08B
$234K 0.13%
3,193
+4
OMDA
83
Omada Health Inc
OMDA
$1.03B
$233K 0.12%
18,522
IWD icon
84
iShares Russell 1000 Value ETF
IWD
$77.4B
$219K 0.12%
1,026
+4
WMT icon
85
Walmart Inc
WMT
$958B
$218K 0.12%
1,751
+6
VAW icon
86
Vanguard Materials ETF
VAW
$3.13B
$212K 0.11%
940
+72
JPST icon
87
JPMorgan Ultra-Short Income ETF
JPST
$38.8B
$197K 0.11%
3,900
+760
MA icon
88
Mastercard
MA
$434B
$194K 0.1%
389
+2
SDY icon
89
State Street SPDR S&P Dividend ETF
SDY
$21.5B
$180K 0.1%
1,233
+5
CSCO icon
90
Cisco
CSCO
$472B
$179K 0.1%
2,307
+2
AFL icon
91
Aflac
AFL
$59.6B
$176K 0.09%
1,600
VDE icon
92
Vanguard Energy ETF
VDE
$9.55B
$174K 0.09%
1,007
+120
IYW icon
93
iShares US Technology ETF
IYW
$25.2B
$170K 0.09%
937
GSUS icon
94
Goldman Sachs MarketBeta US Equity ETF
GSUS
$3.16B
$166K 0.09%
1,853
+173
FIDU icon
95
Fidelity MSCI Industrials Index ETF
FIDU
$2.24B
$166K 0.09%
1,919
+3
ABBV icon
96
AbbVie
ABBV
$392B
$164K 0.09%
754
+52
DFAT icon
97
Dimensional US Targeted Value ETF
DFAT
$14.2B
$159K 0.09%
2,554
+7
DFAE icon
98
Dimensional Emerging Core Equity Market ETF
DFAE
$10B
$157K 0.08%
4,632
-214
VPU
99
Vanguard Utilities ETF
VPU
$8.61B
$152K 0.08%
766
+2
INDA icon
100
iShares MSCI India ETF
INDA
$6.9B
$149K 0.08%
3,186
2 3
4
5 6