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
76
$164K 0.13%
+1,463
77
$162K 0.13%
+203
78
$157K 0.13%
+1,259
79
$156K 0.13%
+5,063
80
$154K 0.12%
+2,171
81
$153K 0.12%
+6,154
82
$152K 0.12%
+936
83
$149K 0.12%
+5,670
84
$145K 0.12%
+311
85
$142K 0.11%
+847
86
$139K 0.11%
+756
87
$135K 0.11%
+317
88
$134K 0.11%
+5,896
89
$127K 0.1%
+5,706
90
$113K 0.09%
+2,167
91
$110K 0.09%
+839
92
$110K 0.09%
+1,345
93
$109K 0.09%
+479
94
$109K 0.09%
+4,195
95
$94.6K 0.08%
+3,084
96
$93.9K 0.08%
+256
97
$93.6K 0.08%
+1,250
98
$90.8K 0.07%
+895
99
$90.1K 0.07%
+194
100
$89.2K 0.07%
+153
2 3
4
5 6