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
151
$48.2K 0.04%
+1,255
152
$44.8K 0.04%
+377
153
$44.8K 0.04%
+494
154
$44.2K 0.04%
+574
155
$44K 0.04%
+159
156
$43.8K 0.04%
+147
157
$43.5K 0.04%
+5,000
158
$43.2K 0.03%
+169
159
$42.8K 0.03%
+1,614
160
$42.7K 0.03%
+257
161
$42.5K 0.03%
+581
162
$41.5K 0.03%
+222
163
$40.4K 0.03%
+393
164
$39.8K 0.03%
+135
165
$38.2K 0.03%
+1,491
166
$37.7K 0.03%
+682
167
$37.3K 0.03%
+410
168
$37.2K 0.03%
+287
169
$37.2K 0.03%
+1,500
170
$36.8K 0.03%
+1,650
171
$36.2K 0.03%
+1,867
172
$35.5K 0.03%
+219
173
$34.9K 0.03%
+136
174
$34.8K 0.03%
+200
175
$34.3K 0.03%
+325
5 6
7
8 9