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 %
100%
Top 10 Hldgs %
42.63%
Holding
407
New
407
Increased
Reduced
Closed

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
LVHD icon
151
Franklin US Low Volatility High Dividend Index ETF
LVHD
$593M
$48.2K 0.04%
+1,255
New +$48.2K
RTX icon
152
RTX Corp
RTX
$212B
$44.8K 0.04%
+377
New +$44.8K
BSX icon
153
Boston Scientific
BSX
$156B
$44.8K 0.04%
+494
New +$44.8K
XLU icon
154
Utilities Select Sector SPDR Fund
XLU
$20.9B
$44.2K 0.04%
+574
New +$44.2K
CB icon
155
Chubb
CB
$110B
$44K 0.04%
+159
New +$44K
ADSK icon
156
Autodesk
ADSK
$67.3B
$43.8K 0.04%
+147
New +$43.8K
NUV icon
157
Nuveen Municipal Value Fund
NUV
$1.8B
$43.5K 0.04%
+5,000
New +$43.5K
FFIV icon
158
F5
FFIV
$18B
$43.2K 0.03%
+169
New +$43.2K
AMKR icon
159
Amkor Technology
AMKR
$5.98B
$42.8K 0.03%
+1,614
New +$42.8K
VPU icon
160
Vanguard Utilities ETF
VPU
$7.27B
$42.7K 0.03%
+257
New +$42.7K
WFC icon
161
Wells Fargo
WFC
$263B
$42.5K 0.03%
+581
New +$42.5K
SPSC icon
162
SPS Commerce
SPSC
$4.18B
$41.5K 0.03%
+222
New +$41.5K
MRK icon
163
Merck
MRK
$210B
$40.4K 0.03%
+393
New +$40.4K
IWO icon
164
iShares Russell 2000 Growth ETF
IWO
$12.4B
$39.8K 0.03%
+135
New +$39.8K
ALNT icon
165
Allient
ALNT
$769M
$38.2K 0.03%
+1,491
New +$38.2K
VGLT icon
166
Vanguard Long-Term Treasury ETF
VGLT
$9.84B
$37.7K 0.03%
+682
New +$37.7K
MU icon
167
Micron Technology
MU
$133B
$37.3K 0.03%
+410
New +$37.3K
AMD icon
168
Advanced Micro Devices
AMD
$264B
$37.2K 0.03%
+287
New +$37.2K
PVI icon
169
Invesco Floating Rate Municipal Income ETF
PVI
$31.1M
$37.2K 0.03%
+1,500
New +$37.2K
IBHG icon
170
iShares iBonds 2027 Term High Yield and Income ETF
IBHG
$341M
$36.8K 0.03%
+1,650
New +$36.8K
STWD icon
171
Starwood Property Trust
STWD
$7.44B
$36.2K 0.03%
+1,867
New +$36.2K
VOE icon
172
Vanguard Mid-Cap Value ETF
VOE
$18.8B
$35.5K 0.03%
+219
New +$35.5K
VHT icon
173
Vanguard Health Care ETF
VHT
$15.6B
$34.9K 0.03%
+136
New +$34.9K
BA icon
174
Boeing
BA
$177B
$34.8K 0.03%
+200
New +$34.8K
FEX icon
175
First Trust Large Cap Core AlphaDEX Fund
FEX
$1.36B
$34.3K 0.03%
+325
New +$34.3K