We are live on ! Find out more
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
VST icon
126
Vistra
VST
$51.9B
$105K 0.06%
698
GS icon
127
Goldman Sachs
GS
$318B
$103K 0.06%
122
T icon
128
AT&T
T
$162B
$103K 0.06%
3,548
+718
VYM icon
129
Vanguard High Dividend Yield ETF
VYM
$79.6B
$101K 0.05%
679
+2
RSP icon
130
Invesco S&P 500 Equal Weight ETF
RSP
$92.5B
$99.8K 0.05%
520
+343
BK.PRK
131
DELISTED
Bank of New York Mellon Series K Preferred Stock
BK.PRK
$98.7K 0.05%
+3,949
EMXC icon
132
iShares MSCI Emerging Markets ex China ETF
EMXC
$25.2B
$97K 0.05%
1,233
+1,149
IWM icon
133
iShares Russell 2000 ETF
IWM
$81B
$94.2K 0.05%
380
AEP icon
134
American Electric Power
AEP
$70.6B
$91.8K 0.05%
700
ESGD icon
135
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.6B
$88.8K 0.05%
929
VSGX icon
136
Vanguard ESG International Stock ETF
VSGX
$6.75B
$88.4K 0.05%
1,232
+281
GEV icon
137
GE Vernova
GEV
$264B
$87.4K 0.05%
100
ESLT icon
138
Elbit Systems
ESLT
$38.3B
$86.8K 0.05%
+102
ED icon
139
Consolidated Edison
ED
$39.9B
$85.7K 0.05%
757
+5
META icon
140
Meta Platforms (Facebook)
META
$1.51T
$84.8K 0.05%
148
+36
ITOT icon
141
iShares Core S&P Total US Stock Market ETF
ITOT
$93.6B
$82.3K 0.04%
578
GNR icon
142
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.76B
$82.1K 0.04%
1,100
SCHM icon
143
Schwab US Mid-Cap ETF
SCHM
$15B
$80.8K 0.04%
2,610
-45
VNQ icon
144
Vanguard Real Estate ETF
VNQ
$37.9B
$79K 0.04%
891
KWEB icon
145
KraneShares CSI China Internet ETF
KWEB
$6.12B
$78.8K 0.04%
2,773
+364
BAC icon
146
Bank of America
BAC
$397B
$78.2K 0.04%
1,604
-207
PEN icon
147
Penumbra
PEN
$12.5B
$75.5K 0.04%
230
ACGR
148
American Century Large Cap Growth ETF
ACGR
$10.4M
$75.2K 0.04%
1,267
-899
VIOV icon
149
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.84B
$74.7K 0.04%
734
RTX icon
150
RTX Corp
RTX
$250B
$73.4K 0.04%
380
+1
4 5
6
7 8