HC

Hurley Capital Portfolio holdings

AUM $179M
1-Year Est. Return 21.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
+$964K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$1.65M
3
+$1.48M
4
RL icon
Ralph Lauren
RL
+$620K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$580K

Top Sells

1
+$2.09M
2
+$1.14M
3
+$686K
4
GLPI icon
Gaming and Leisure Properties
GLPI
+$664K
5
IBHE
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
+$544K

Sector Composition

1 Energy 5.72%
2 Financials 5.34%
3 Communication Services 4.29%
4 Technology 3.36%
5 Consumer Discretionary 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IEMG icon
151
iShares Core MSCI Emerging Markets ETF
IEMG
$139B
$67.8K 0.04%
1,009
+800
GDX icon
152
VanEck Gold Miners ETF
GDX
$29.4B
$66.4K 0.04%
774
+177
SPYM
153
State Street SPDR Portfolio S&P 500 ETF
SPYM
$105B
$65.5K 0.04%
817
+151
GEV icon
154
GE Vernova
GEV
$220B
$65.4K 0.04%
100
-3
GILD icon
155
Gilead Sciences
GILD
$179B
$63.6K 0.04%
518
-10
AMKR icon
156
Amkor Technology
AMKR
$11B
$63.1K 0.04%
1,598
-29
FXO icon
157
First Trust Financials AlphaDEX Fund
FXO
$1.08B
$61.4K 0.03%
1,017
UBER icon
158
Uber
UBER
$153B
$60.4K 0.03%
739
+98
IDV icon
159
iShares International Select Dividend ETF
IDV
$7.86B
$59.2K 0.03%
1,500
EFV icon
160
iShares MSCI EAFE Value ETF
EFV
$29B
$58.8K 0.03%
824
+525
ADBE icon
161
Adobe
ADBE
$104B
$58.4K 0.03%
167
-53
ALNT icon
162
Allient
ALNT
$1.09B
$58K 0.03%
1,079
-68
IBB icon
163
iShares Biotechnology ETF
IBB
$8.17B
$57.5K 0.03%
341
QQQM icon
164
Invesco NASDAQ 100 ETF
QQQM
$70.4B
$57.1K 0.03%
226
+1
NFLX icon
165
Netflix
NFLX
$401B
$57K 0.03%
608
-72
ABT icon
166
Abbott
ABT
$190B
$55K 0.03%
439
-8
WFC icon
167
Wells Fargo
WFC
$232B
$54.1K 0.03%
581
-20
DYNF icon
168
BlackRock US Equity Factor Rotation ETF
DYNF
$33B
$53.1K 0.03%
+873
BABA icon
169
Alibaba
BABA
$327B
$52.9K 0.03%
361
-100
BSX icon
170
Boston Scientific
BSX
$103B
$52K 0.03%
545
+100
FBTC icon
171
Fidelity Wise Origin Bitcoin Fund
FBTC
$9.73B
$51.1K 0.03%
670
IVE icon
172
iShares S&P 500 Value ETF
IVE
$48.4B
$50.3K 0.03%
+237
LVHD icon
173
Franklin US Low Volatility High Dividend Index ETF
LVHD
$619M
$50.1K 0.03%
1,255
AMGN icon
174
Amgen
AMGN
$197B
$49.5K 0.03%
151
+101
MCHI icon
175
iShares MSCI China ETF
MCHI
$6.93B
$49.4K 0.03%
+822
5 6
7
8 9