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
126
$63K 0.05%
+1,670
127
$62.9K 0.05%
+645
128
$62.4K 0.05%
+538
129
$62.3K 0.05%
+336
130
$60.8K 0.05%
+600
131
$59.9K 0.05%
+65
132
$59K 0.05%
+440
133
$57.6K 0.05%
+670
134
$57.6K 0.05%
+424
135
$57.5K 0.05%
+311
136
$57.4K 0.05%
+1,900
137
$56.1K 0.05%
+169
138
$55.8K 0.04%
+480
139
$55.7K 0.04%
+230
140
$55.3K 0.04%
+741
141
$55.3K 0.04%
+1,100
142
$55.1K 0.04%
+424
143
$55.1K 0.04%
+186
144
$54.7K 0.04%
+2,047
145
$53.9K 0.04%
+948
146
$51.3K 0.04%
+76
147
$51K 0.04%
+654
148
$49.6K 0.04%
+3,238
149
$48.9K 0.04%
+1,000
150
$48.7K 0.04%
+600
4 5
6
7 8