HC
Hurley Capital Portfolio holdings
AUM
$143M
This Quarter Return
+1.57%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$124M
AUM Growth
–
Cap. Flow
+$124M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
42.63%
Holding
407
New
407
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Value ETF
VTV
|
$8.79M |
| 2 |
Vanguard Russell 1000 Growth ETF
VONG
|
$8.44M |
| 3 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$7.77M |
| 4 |
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
|
$5.65M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Freeport-McMoran
FCX
$64.5B
| $63K | 0.05% |
+1,670
| New | +$63K |
|
127
Fortinet
FTNT
$58.9B
| $62.9K | 0.05% |
+645
| New | +$62.9K |
|
128
Abbott
ABT
$229B
| $62.4K | 0.05% |
+538
| New | +$62.4K |
|
129
Palo Alto Networks
PANW
$127B
| $62.3K | 0.05% |
+336
| New | +$62.3K |
|
130
ConocoPhillips
COP
$124B
| $60.8K | 0.05% |
+600
| New | +$60.8K |
|
131
Netflix
NFLX
$516B
| $59.9K | 0.05% |
+65
| New | +$59.9K |
|
132
iShares Biotechnology ETF
IBB
$5.69B
| $59K | 0.05% |
+440
| New | +$59K |
|
133
Fidelity Wise Origin Bitcoin Fund
FBTC
$14.6B
| $57.6K | 0.05% |
+670
| New | +$57.6K |
|
134
Target
TGT
$42B
| $57.6K | 0.05% |
+424
| New | +$57.6K |
|
135
American Tower
AMT
$93.9B
| $57.5K | 0.05% |
+311
| New | +$57.5K |
|
|
ETHE
136
Grayscale Ethereum Trust ETF
ETHE
$4.82B
| $57.4K | 0.05% |
+1,900
| New | +$57.4K |
|
137
Visa
V
$679B
| $56.1K | 0.05% |
+169
| New | +$56.1K |
|
138
Arista Networks
ANET
$171B
| $55.8K | 0.04% |
+480
| New | +$55.8K |
|
139
Penumbra
PEN
$10.5B
| $55.7K | 0.04% |
+230
| New | +$55.7K |
|
140
Vanguard Intermediate-Term Bond ETF
BIV
$24B
| $55.3K | 0.04% |
+741
| New | +$55.3K |
|
141
SPDR S&P Global Natural Resources ETF
GNR
$3.29B
| $55.3K | 0.04% |
+1,100
| New | +$55.3K |
|
142
iShares Core S&P Total US Stock Market ETF
ITOT
$74.6B
| $55.1K | 0.04% |
+424
| New | +$55.1K |
|
143
Molina Healthcare
MOH
$9.93B
| $55.1K | 0.04% |
+186
| New | +$55.1K |
|
144
Schwab Emerging Markets Equity ETF
SCHE
$10.7B
| $54.7K | 0.04% |
+2,047
| New | +$54.7K |
|
145
Vanguard ESG International Stock ETF
VSGX
$4.93B
| $53.9K | 0.04% |
+948
| New | +$53.9K |
|
146
KLA
KLAC
$112B
| $51.3K | 0.04% |
+76
| New | +$51.3K |
|
147
Vanguard Short-Term Corporate Bond ETF
VCSH
$35.2B
| $51K | 0.04% |
+654
| New | +$51K |
|
148
Golub Capital BDC
GBDC
$3.93B
| $49.6K | 0.04% |
+3,238
| New | +$49.6K |
|
149
AB InBev
BUD
$120B
| $48.9K | 0.04% |
+1,000
| New | +$48.9K |
|
150
Palantir
PLTR
$373B
| $48.7K | 0.04% |
+600
| New | +$48.7K |
|